Master Forms and Metadata

Is there a way to carry the metadata (e.g. Doc ID, Status, Version, Approved Date) associated with a master form (e.g. form template), to a version of that form that is downloaded to be executed? We would like to be able to utilize this information on a header overlay (or footer) via a merge field to reflect the information related to the master template. The goal is to have users download the master form template (fillable PDF file), fill out the form, and then be able to route the executed form for e-sig approval within QualityDocs. Therefore, we would like to have the Doc ID, version, status, etc for both the "parent" form template, as well as the "child" executed form.

Any recommendations/insights would be greatly appreciated!



Please sign in to leave a comment.