Build a customized contract

[Erdamski]

Hi all together, 

I try to build following flow and need help, please:

1. Fill in the form your informations for the contract.

2. Fill this informations in a contract template on the specific fields. (stored at onedrive)

3. generate an new pfd with the informations of the client.

4. select the right space for the adobe sign function.

5. send it to the client for signing.

6. after signing download the copy in the right onedrive folder. 

It will be great if someone can help me!

Thanks a lot and I hope you all are well!

Sincerely, Erdem 

[alrez]

Hi,

Communities might be able to help out if you post what you have already and we can help with fixing up the areas that you are having difficulty with. If you have have difficulties in a specific area reach out and we can take a look. Otherwise we have some information on how to build flows here: https://docs.microsoft.com/en-us/power-automate/getting-started

Regards,

Alex

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Community Support Team _ Alex Rezac
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Erdamski]

Hi @alrez , 

thanks for your fast reply. So for now i build an form to take the informations. And as an first step i want that the informations what i take that the fill out my template on the right place. 

Like Company Name, First Name, Second Name, Adress, No, Post Code, Region, Country, E-Mail Adress, Hourly Rate. 

If we can solve this, we can go to the next step. 

Here is the Form

Template for Contract

I actually have an office 365 cloud and a adobe creative cloud and all there services. 

I'm looking for your answer. 

[Anonymous]

@Erdamski Check out this blog, I think it's relevant to what you're trying to achieve: https://flow.microsoft.com/en-us/blog/intermediate-flow-of-the-week-create-pdf-invoices-using-word-t...

[Erdamski]

Hi SamPo,

thanks a lot! This is really helpful but I miss the first part. Because they don’t show how I get the client informations from a Microsoft form in to the word document to generate an pdf.

Could you recommend another link for that?

[Anonymous]

@Erdamski Try this:

https://www.youtube.com/watch?v=iEm0M_2EP_Y

Where he uses the PowerBI connector, use the word template connector instead.

[Erdamski]

Hi @Anonymous,

Thanks for that, but I already watched this video and he explains just how i can transfer the informations to PowerBi. But not to a word doc or and pdf with open fields to fill the template. 

Kind regards, 

Erdem 

[Anonymous]

@Erdamski You need to use a setup like this:

The video shows you how to extract items from a form and the link above shows you how to input items to a word template. Put the two together in a setup similar to the above and be on your way.

[Erdamski]

Hi @Anonymous,

thanks for all your help. I am struggeling at "Populate a Microsoft Word template". 

I Create an Word document as an .docx file with some fields but they show me an error. 

Here is the Dokument.
Here is a screenshot of the settings. 

This is the Error.

Error Text Translated: "The selected file contains no template items.

Thanks for helping out."

[Anonymous]

@Erdamski You first need to assign a field name and tag to the item before you can use it in flow.

Add a new field then click the 'properties' option then assign and 'name' and 'tag'. Once done, upload to OneDrive then you should be able to use it in the flow.

[Erdamski]

Hi @Anonymous ,

I see. I think the problem is that i don't have this fields what you explained.
I use the Mac OS Version of Microsoft Word.

Do you think that could be the problem? 

Thanks.

[Erdamski]

Hi @Anonymous , 

Sorry if I'm annoying, but do you have a solution that I can implement on Mac OS? That would be super sweet.

[Anonymous]

@Erdamski You need to enable the developer tab. I'm not sure exactly where it is on Word for Mac but maybe this post can help:
https://answers.microsoft.com/en-us/msoffice/forum/all/developer-tab-in-ms-word-2016-on-mac-not-offi...

[Erdamski]

Hi @Anonymous, 

thanks a lot for your help!

One of the steps that took me the most steps at my daily work, we have already automated.
But I would be very happy if you could help me with the next steps as well. 

Currently the flow generates 2 documents with [first name] [last name] [contract name].docx and .pdf. In the attachment you can see how it is structured so far. The problem was solved by setting up the fields on a Windows computer under Word. Mac probably does not offer this function yet. 

Normally I would open the Pdf with Adobe Acrobat Reader and then select the field to be signed by the customer and send it to him via acrobat reader. I would like to automate this process next. I have the full Adobe Creative Cloud as a subscription and would be happy to do this without additional licenses. Adobe Sign is not part of it as far as I know and would have to be booked separately. 

1. Send the PDF form to customers, send it to the email address on file, with the request to sign. Best from Adobe Acrobat. 
2. After receiving the signature, save the new document in the same path (onedrive) with the addition [..._signed.pdf].
3. Delete the old .pdf and .docx files at the same path.

Thanks for your time!