we have a business need to approve and document all requests. I want to have a custom content type or Word document where the user fills out the required fields and it generates a Word or PDF file based on that information. Here's what should happen:
- The user clicks "New Item" and is taken to the form page and fills out required info.
- A new Word document is created with these fields mapped to the form fields (a template, for example).
- The "Assigned to" person is notified of the request and either approves or rejects the document
I have also tried using Quick parts in the Word document but the guide I found is for 2013 and I using 2016. The menu items just aren't there (https://www.netwoven.com/2015/04/24/how-to-dynamically-create-and-populate-word-document-in-a-document-library-from-custom-list/). I am using SharePoint 2016. Is there any way to have a new list item make a document like this by mapping form fields? I assume it would work better with a Word Document rather than a PDF. It would be even better if I can get this to work with a custom workflow easily.