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Question

Policy Acceptance: Attaching Google Doc to Form

  • 18 March 2021
  • 2 replies
  • 17 views
C

I’m trying to build an integration between Form, Docs, and Sheets where employees can review and sign-off on corporate policies (e.g. code of conduct). An employee could go to the Form, enter their name / date / etc, click on a hyperlink to a policy in Docs, review the policy, “sign” the form (e.g. input their name / check a box/ etc.) and click “Submit” (which would then populate a Sheet for record-keeping purposes).

If anyone has any thoughts (or has solved this) please let me know.

Thank you!

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @compfox 

Can you please clarify what your question is?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Rank
Userlevel 7
Badge +11

Hey @compfox, welcome to the Community!

We have a number of apps in our Signatures category that could work for this. For example, you could use the “Envelope Sent or Completed” DocuSign trigger which would trigger the Zap when a form is signed. Then you’d use a “Create Spreadsheet Row” Google Sheets action to add the relevant details to a spreadsheet.

We’ve got a Zap template already set up for that which you can give a try here: Update Google Sheets rows from newly completed DocuSign envelopes

Do you think that could work for your needs here?

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