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Type:
New Feature
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Status: Done
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Priority:
Medium
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Resolution: Done
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Affects Version/s: None
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Fix Version/s: Winter release
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Labels:None
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Company:CareerBuilder
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Epic Link:
Overview:
Allow DMS user the ability to send a form(s) to an end user through the DMS platform.
Entry:
- User enters DMS platform via link or consuming application.
- User clicks 'Send Forms' from dashboard.
Acceptance Criteria:
*IF I navigate to the Send Form area, I am able to choose which form(s) from my library I would like to send to an end user.
*IF I navigate to the Send Form area, I am able to upload a one off form that has not been uploaded to the platform yet and send.
*IF I have uploaded a one off from, I can choose to save it to the library and use it again in the future.
*IF I have chosen my form, I am also able to enter the following information so that the form sends the way I would like: email address of end user, additional signers option (if applicable), email addresses that should be CC’ed on the send, Expiration Date of form (if applicable), and Message to end user.
*IF I have entered all information, I am able to preview what the form will look like when the end user receives it (ie. will see mapped fields completed in form).
Exit:
*DMS user hits 'Finish & Send'.
*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.
Hi Molly Ronovsky,
Thanks for the answers.
1. If First signer is candidate then do we need additional field named "Email address" on "Send form details" screen ?
2. Also, all these fields will have comma seperated email addresses?
Thanks,
Swapnil P.
CC : Samir
Hi Aruna Raheja ,
Can you please update on Editable title field that is added on send forms grid ?
Thanks,
Swapnil P.
Hi Swapnil Pandhare,
As per my understanding "Editable Title" is for renaming the document that will sent as an attachment (this is what sertifi do). So if a document name is "X" in grid and admin has enter "Y" in editable field then the attachment goes by the name "X".
Molly Ronovsky : Correct me if i am wrong.
Aruna Raheja
added a comment - Hi Swapnil Pandhare ,
As per my understanding "Editable Title" is for renaming the document that will sent as an attachment (this is what sertifi do). So if a document name is "X" in grid and admin has enter "Y" in editable field then the attachment goes by the name "X".
Molly Ronovsky : Correct me if i am wrong. Swapnil Pandhare Agree we do not need both 1st signer and email address - i think we should discuss on call.
And Aruna Raheja this would be the title of the file we send to the candidate vs. the name of the template - so you had it almost right. The attachment would go by Y
Aruna Rahejalooks good.
Swapnil Pandhare
1. 1st signer is the where you insert candidate's email address - this is primary signer
2. This would be second signer - so after primary signer signs, they would get - see below for sertifi's logic. DMS - 40 goes into multiple signers.
3. CC is just being copied
4. Yes, that will go into the email
• 1st Level Signer(s) - primary signers
• 2nd Level Signer(s) - receive only after all primary signers have signed
• CC (Non-Signers) - only views the documents
Note – Up to 5 signing levels. Multiple signers can be added at each level using a comma to separate email addresses. File Name is included within the email to signers and is used to find the file when viewing reports. Personalized message appears in the initial email to signers and is the first message in Sertifi Deal.Stream.