Users use a template to sign PDF documents submitted by end users via Sign, replacing the submitted files. This operation is implemented company-wide, utilizing this template-based process. In some cases, there are dozens of submissions in a single day, resulting in a large number of files being generated daily, which has become quite problematic.
The main problem is that:
1. There is a template1
2. I click “Use Template”, then the system creates “template1copy”
3. I use “Replace” functionality to change the document, then the system creates two files “replacedfile” and “replaced_file which is a signature request”
4. Then the signature request is completed/signed by all parties
In the end in the same folder, there are 4 files:
1. Original template
2. Incomplete request/copy of the template
3. Copy of the “replaced document”
4. Final completed document
And users wants to not have file#2 and file#3 because they create clutter.