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  1. Document Management System
  2. DMS-26

Create Send Forms Page

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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 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.

        Attachments

        1. dms send forms.png
          dms send forms.png
          67 kB
        2. screenshot-1.png
          screenshot-1.png
          77 kB
        3. Screen2.png
          Screen2.png
          143 kB
        4. Screen3.png
          Screen3.png
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        5. 14Nov.zip
          1.76 MB
        6. Screen1.png
          Screen1.png
          203 kB
        7. Screen4.png
          Screen4.png
          962 kB

          Activity

            People

            Assignee:
            swapnil.pandhare Swapnil Pandhare (Inactive)
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            3 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 26h Original Estimate - 26h
                26h
                Remaining:
                Time Spent - 130.5h Remaining Estimate - 9h
                9h
                Logged:
                Time Spent - 130.5h Remaining Estimate - 9h
                130.5h