Document Management SystemProject Type: software

Document Management System

Uploaded image for project: 'Document Management System'
  1. Document Management System
  2. DMS-29

End user form completion

    Details

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

      Description

      Overview:
      Allow end user to complete form(s) that have been requested to be completed.

      Entry:

      • End user enters DMS platform via link.
      • End user sees forms awaiting completion.
      • End user opens form(s)

      Acceptance Criteria:
      *IF I open form, I am able to complete fields that need to be completed.
      *IF I am requested to electronically sign, I am able to input my signature.
      *IF I need to request a change to the document before signing, I can decline to sign, send back to owner with a reason why.
      *IF I sign the document, I am able to print out the signed document.
      *IF I complete and sign document, I am able to hit 'Submit Electronically'.
      *IF I complete a document and have additional documents to sign, I am notified to "Please review and complete the remaining items in your profile."

      Exit:
      *End user completes forms and exits platform.

        Attachments

        1. finish.png
          finish.png
          18 kB
        2. form completion.png
          form completion.png
          188 kB
        3. ESign Error Page.png
          ESign Error Page.png
          1.03 MB
        4. ESign Print Page.png
          ESign Print Page.png
          438 kB
        5. Additional documents to sign.png
          Additional documents to sign.png
          457 kB
        6. ESign decline Page.png
          ESign decline Page.png
          444 kB
        7. ESign Page.png
          ESign Page.png
          1.03 MB
        8. ESign Confirmation Page.png
          ESign Confirmation Page.png
          1.02 MB

          Activity

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          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Can you please confirm about the print functionality here, as sertifi is giving you PDF download option when you click on Print.

          Also i have designed some of the screens as per this ticket. Kindly have a look and provide your feedback onto the same.

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Can you please confirm about the print functionality here, as sertifi is giving you PDF download option when you click on Print. Also i have designed some of the screens as per this ticket. Kindly have a look and provide your feedback onto the same.
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          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja If you download to PDF you can print - ideally AFTER you sign, you can view, download, print.

          As well, i think you need to discuss with Swapnil Pandhare the way the esignature will work. As well, we discussed having the option of using the types or the doodle type signature. CBES needs the doodle.

          For the decline screen - we should change 'description' to 'Comments'.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja If you download to PDF you can print - ideally AFTER you sign, you can view, download, print. As well, i think you need to discuss with Swapnil Pandhare the way the esignature will work. As well, we discussed having the option of using the types or the doodle type signature. CBES needs the doodle. For the decline screen - we should change 'description' to 'Comments'.
          Hide
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          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Have updated and added the screens. Kindly review

          Samir Swapnil Pandhare : Need to discuss esignature, let me know when can we discuss.

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Have updated and added the screens. Kindly review Samir   Swapnil Pandhare : Need to discuss esignature, let me know when can we discuss.
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          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Rahejalooks good Samir are we able to have a print button that automatically opens up print for the signed document? Or do they have to download and then print...

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja looks good Samir are we able to have a print button that automatically opens up print for the signed document? Or do they have to download and then print...

            People

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

              Dates

              Created:
              Updated:
              Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 58h Original Estimate - 58h
                58h
                Remaining:
                Time Spent - 110.5h Remaining Estimate - 18h
                18h
                Logged:
                Time Spent - 110.5h Remaining Estimate - 18h
                110.5h