I was looking for best practices on how to automation a form and I was not sure if I should be looking a different plug-ins. I am leaving towards using Make help out with this process.
The more I dig into this with AirTable, if looks overly complicated, I am wondering if there is a better tool to use.
On the form I need the following:
- Ability to upload attachments (images or pdf)
- Digital Sign or email approve the form
- a way for the end user to be able to modify the form
- create a PDF of the form and include the attachments.
Then, I want to email the form for approval to 4 different people via email. If a form is denied, then give the ability for the end user to be able to update the form.