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  1. Document Management System
  2. DMS-23

Completed / Sent Forms Library

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    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None
    • Sprint:
      DMS - Sprint 3

      Description

      Overview:
      Allow DMS users ability to access a completed / sent forms library in which they are able to see any forms that are pending / completed.

      Entry:

      • User enters DMS platform via link or consuming application.
      • User clicks on area for 'Completed / Sent Forms Library'

      Acceptance Criteria:
      *IF I am logged into the DMS platform and clicked on 'Completed / Sent Forms Library', I am led to all forms that are pending or completed that I am allowed to see.
      *IF I am in the Completed / Sent Forms Library, I have the ability to search the library by keyword to find a document.
      *IF I am in the Completed / Sent Forms Library, I am able to see the following columns at a glance: Form Name, Creator/Sender, Creation Date, Open (if document has been opened), Partially Complete (started the process but haven't finished), Signed (Complete), Download (action), Delete (https://jira.workterra.net/projects/DMS/issues/DMS-25?filter=allissues).
      *IF I am in the Completed / Sent Forms Library, I have the ability to download a completed document to my desktop.
      *IF I am in the Completed / Sent Forms Library, I have the ability to delete a completed document if I am an admin.

      Exit:
      *DMS user 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.

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            People

            Assignee:
            priya.dhamande Priya Dhamande (Inactive)
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
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              Dates

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              Updated:
              Resolved:

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