Document Management SystemProject Type: software

Document Management System

Uploaded image for project: 'Document Management System'
  1. Document Management System
  2. DMS-26

Create Send Forms Page

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

          Activity

          Ascending order - Click to sort in descending order
          molly.ronovsky Molly Ronovsky (Inactive) created issue -
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Field Original Value New Value
          Epic Link DMS-6 [ 69344 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment forms library.png [ 85272 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment forms library.png [ 85272 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment dms send forms.png [ 85273 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Summary Send Forms Create Send Forms Page
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Fix Version/s Winter release [ 10428 ]
          Prashant.samal Prashant Samal (Inactive) made changes -
          Sprint DMS - Sprint 3 [ 131 ]
          aruna.raheja Aruna Raheja made changes -
          Comment [ [~molly.ronovsky]

          IF I have uploaded a one off from, I can choose to save it to the library and use it again in the future. : {color:#d04437}*Do we add some details here like type of document etc. Kindly confirm.*{color} ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen Shot 2018-10-30 at 4.23.21 PM.png [ 88240 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment screenshot-1.png [ 88489 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 88560 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _Sent form.png [ 88562 ]
          Attachment Sent Form_preview.png [ 88563 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _new form.png [ 88564 ]
          Attachment Add new form.png [ 88565 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment image-2018-11-02-15-56-50-597.png [ 88700 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 88560 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 88701 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Remaining Estimate 0h [ 0 ]
          Time Spent 1.5h [ 5400 ]
          Worklog Id 143325 [ 143325 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Time Spent 1.5h [ 5400 ] 2.5h [ 9000 ]
          Worklog Id 143326 [ 143326 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add new form.png [ 88565 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 88701 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add new form.png [ 89029 ]
          Attachment Send Forms List.png [ 89030 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Assignee Samir [ samir ] Swapnil Pandhare [ swapnil.pandhare ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _new form.png [ 88564 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _Sent form.png [ 88562 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add new form.png [ 89029 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 89030 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Sent Form_preview.png [ 88563 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _new form.png [ 89452 ]
          Attachment Add Details _Sent form.png [ 89453 ]
          Attachment Add new form.png [ 89454 ]
          Attachment Send Forms List.png [ 89455 ]
          Attachment Sent Form_preview_group.png [ 89456 ]
          Attachment Sent Form_preview.png [ 89457 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add new form.png [ 89454 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 89455 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add new form.png [ 89605 ]
          Attachment Send Forms List.png [ 89606 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _new form.png [ 89452 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add Details _Sent form.png [ 89453 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Add new form.png [ 89605 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen Shot 2018-10-30 at 4.23.21 PM.png [ 88240 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Send Forms List.png [ 89606 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Sent Form_preview.png [ 89457 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Sent Form_preview_group.png [ 89456 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment image-2018-11-02-15-56-50-597.png [ 88700 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen_3a.png [ 89646 ]
          Attachment Screen1.png [ 89647 ]
          Attachment Screen2.png [ 89648 ]
          Attachment Screen3.png [ 89649 ]
          Attachment Screen4.png [ 89650 ]
          Attachment Screen5.png [ 89651 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Status To Do [ 10000 ] In Progress [ 3 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Time Spent 2.5h [ 9000 ] 7.5h [ 27000 ]
          Worklog Id 144673 [ 144673 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Time Spent 7.5h [ 27000 ] 10.5h [ 37800 ]
          Worklog Id 144674 [ 144674 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen_3a.png [ 89646 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen1.png [ 89647 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen2.png [ 89648 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen3.png [ 89649 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen4.png [ 89650 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Screen5.png [ 89651 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment 14Nov.zip [ 89760 ]
          Attachment Screen1.png [ 89761 ]
          Attachment Screen2.png [ 89762 ]
          Attachment Screen3.png [ 89763 ]
          Attachment Screen4.png [ 89764 ]
          akash.thakur Akash Thakur (Inactive) made changes -
          Status In Progress [ 3 ] In Progress [ 3 ]
          ramya.tantry Ramya Tantry (Inactive) made changes -
          Time Spent 10.5h [ 37800 ] 12.5h [ 45000 ]
          Worklog Id 145437 [ 145437 ]
          ashwin.wankhede Ashwin Wankhede (Inactive) made changes -
          Status In Progress [ 3 ] In QA Testing [ 11901 ]
          samir Samir made changes -
          Resolution Done [ 10000 ]
          Status In QA Testing [ 11901 ] Done [ 10001 ]

            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