I am new to Document Collections and have a couple of questions. My use case would be that we have several "checklist" adobe forms that are used for annual review & approval of a Credentialing object. Each Credentialing object will have its own "checklist"/adobe form.
We run a review and approval twice a month. There could be 100-300 "checklists" that need to be reviewed and approved through each cycle. Right now, the approver opens each of the 100-300 Adobe documents and signs electronically on the Adobe form. Very time-consuming. I am trying to improve this process.
Is it possible to set up a Document Collection of all "checklists" to be reviewed during a specific cycle. Could the Document Collection have its own metadata separate from the checklist metadata and could be identified with a different title such as "Credentialing Approvals xx.xx.2026" (for example). This Document Collection would contain the 100-300 checklists to be reviewed.
Then, instead of signing each individual "checklist"/Adobe document, use a workflow to document the approval?
