Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      Allow DMS user to define the type of document being uploaded to the DMS as either Reference or Signature so that user knows if a document has items to be filled out and/or signed OR it's a document in which no action needs to be taken.

      Entry:

      • User enters DMS platform via link or consuming application.
      • User has uploaded a new document via Upload

      Acceptance Criteria:
      *IF I have attached a new document to upload, I have the ability to mark whether it's a Signature or Reference document.
      *IF I have indicated that the document is a 'Signature' document, this document will be classified in way that the system knows when sent, action needs to be taken by end user, for example fields need to be filled in or a signature is required, or both.
      *IF I have indicated that the document is a 'Reference' document, this document will be classified in way that the system knows when sent, no action needs to be taken by end user.

      Exit:
      *DMS selects whether document type is a reference or signature document.
      *DMS user saves document and exits the DMS platform.

      Prerequisites:
      *User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
      *User knows how to access portal either by link or within CB application.

        Attachments

          Activity

          molly.ronovsky Molly Ronovsky (Inactive) created issue -
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Field Original Value New Value
          Epic Link DMS-3 [ 69340 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Fix Version/s Winter release [ 10428 ]
          Prashant.samal Prashant Samal (Inactive) made changes -
          Sprint DMS - Sprint 1 [ 129 ]
          Prashant.samal Prashant Samal (Inactive) made changes -
          Rank Ranked higher
          aruna.raheja Aruna Raheja made changes -
          Comment [ [~trent.sherrell] ; As i already given the design of this it will take maximum 1 more day to freeze all the things on this page. ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Resolution Done [ 10000 ]
          Status To Do [ 10000 ] Done [ 10001 ]
          samir Samir made changes -
          Assignee Samir [ samir ] Ramya Tantry [ ramya.tantry ]

            People

            Assignee:
            ramya.tantry Ramya Tantry (Inactive)
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            2 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved: