Hello everyone,
we are trying to switch from Word/PDF to Confluence only... but during the transition phase SharePoint will still be the go-to place. This means that we have to manually create a PDF export (we use the Scroll PDF exporter) and save the file to SharePoint. Unfortunately, this process is prone to errors.
I was wondering if there is a way to automate this process? My idea is the following:
Trigger: as soon as the eSign Doc Management App publishes a new page in the ‘reading space called Products’, the automation rule is started.
Step 1: Scroll PDF exporter is executed, the app selects the correct export template according to the label (default functionality).
Step 2: The created PDF export is automatically saved in SharePoint, possibly in the correct folder according to the document type.
I have no idea where to start, this story around API is new terrain for me, exciting, but if I have to start from scratch, then I need days & weeks until I can answer my question... so I would be very grateful if someone could give me a tip.
Best Regards & Thank you
Matthias