HI All,

Analysis approach :
1. From send forms/ generatedocument API, document will be sent to candidate's email.
2. When candidate opens email and clicks on Review and sign link, he will be redirected to Review and Sign page.
3. On this page, Signup/Register link will be shown.
4. Candidate can submit / decline form sent to him.
5. Registeration is optional.

Tasks to do :
1. Currently, User comments are stored as per User record. Those needs to be changed as per personId
2. Send additional data while sending link in Email.
3. Redirect user to review and sign page even if user is not there with guest user login.
4. Send personId to portal back and use that again for fetching documents from database
5. Change Company name and company email address as per sent document template of company
6. Save document record with person details.

Thanks,
Swapnil P.

Hi Samir,

Can you please take this flow with Molly for further approval and mockups?

Thanks,
Swapnil P.

Task Details (03/11/2019)

• Analysis and Discussion with Swapnil
• Code changes

Tasks in this Jira :

1. If user Added is 0, login with Guest user.
2. Send personid to fetch details of review and sign page
3. Fetch companyID as per document template
4. Set personID in session (Angular and api)
5. Use personID instead of userid for upload user comments.
6. Script for changing userid to personID - constraint change, migration
7. Back button on editable PDF should redirect to review and Sign page
8. Unit testing

Pending Tasks :

• Unit testing

Items not considered :

1. Account settings action link on Guest User login will be visible.
2. Register button at the top of review and sign page
3. Redirection on register

Task Details(03/12/2019)

• Fetch companyID as per document template
• Set personID in session (Angular and api)
• Use personID instead of userid for upload user comments.
• Script for changing userid to personID - constraint change, migration
• Back button on editable PDF should redirect to review and Sign page

Tested Scenario:

1. Send document through DMS portal to existing user - login done with existing user
2. Send document through DMS portal to new user- login done with guest user
3. Send document through Generate Document API to new user - login done with guest user
4. Send document through Generate Document API to existing user - login done with existing user
5. Flow testing

Hi Harshveer Singh,

Please review this PR in GIT.

Thanks,
Swapnil P.

Environment: Preprod

The mapped fields data is appearing undefined in Preview, after email is send the new user.

screen capture attached for reference.

So, reopening for the same.

Swapnil Pandhare Ramya Tantry

Hi Priya Dhamande,

The above mentioned issue is related to HTML Preview forms which is out of scope of this jira.

Please create a new Jira(if not created) for this issue and assign it to appropriate developer.

CC : Swapnil Pandhare