Interactive Forms – Graphical Signatures
It is now possible to enable recipients to add signatures to an Interactive Form.
After the recipient signs the document, a signed locked PDF will be attached to the Signature record inside Salesforce.
To enable Form recipients to add a graphical signature, you need to generate output to the LInk output channel. For more information see Link Output Channel
and Interactive – Signatures and Uploading Files.
New Link Output Channel
The new Link output channel is a special case of Interactive Output, where the result is a sealed PDF that includes information received from the recipient (including, for example a signature) as well as optionally additional attachments.
This is useful, for example, if you want to send a customer an interactive HTML document that he/she can fill, sign, attach documents and submit back to Salesforce.
The link has an expiration period that is configurable in Docomotion System Settings. Users trying to open the link after the expiration date will receive an error message.
See Link Output Channel
Interactive Forms – Uploading Files
It is now possible to enable recipients to upload files into an Interactive Form.
The uploaded file will be attached to a Signature record inside Salesforce.
For more information see Link Output Channel and Interactive – Signatures and Uploading Files.
Docomotion now enables users to generate documents and store the output in Google Drive bases on one of the following options:
- (private) user
After generation, users are able to access the saved documents.
See Configuring Docomotion to Work with Google Drive.
When generating output as emails, authorized output generators can now select as the body of the email an email template: the default Docomotion template or any other email template residing in the Docomotion folder.
See Generating Output.
Form Generation Settings
New Form Generation Settings now enable simplifying the output generation page for output generators. This includes hiding or displaying different options in the generation screen such as output format selection, output channel selection or file renaming.
It is also possible to allow or permit Generators from changing the different settings.
See Form Generation Settings.
Enhanced Designer Functionality
It is now possible to present in the output, the Salesforce data of all interactive fields: Text, Text Area, Checkbox, Picklist and Picklist (Multi-Select).
When an end user receives the Form, the Form will display the Salesforce data. The recipient can then edit the data, and resubmit to update the data in Salesforce.