Hello and thank you in advance for reading and replying to my post. I’ve posted on 2 different sites and I could not effectively communicate my objective and receive any help. So I thought I would ask the experts here that do this professionally.
I’m looking for the appropriate tool or tools to automate a document prep request. To summarize, I want to automatically create a document from 6 available templates. The online order form will dictate the appropriate template to use and the form will also contain the variables to fill in the various blank fields.
I then want the document to be placed in a queue for a colleague to review. After the document is approved, I want the document to be either:
•emailed to the client OR
•uploaded so the client can download the document themselves (a courtesy email notifying that the document is available would be nice). There are privacy concerns with document.
There has to be a tool that can accomplish this. I just don’t know what to even type into google to do the research myself. Again, your expertise is very much appreciated.
Tim
