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UNDER CONSTRUCTION... please check back soon.
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UNDER CONSTRUCTION... please check back soon.
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To run this demo live we suggest that you have a desktop computer, iPhone and iPad.
Demo Instructions:
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Access your demo tenant's Paperless Portal from your Desktop Computer. If you do not know how to do this see help here.
tenant and the desktop computer as Click the "Important Items" tab and the "New Employee" menu item.
The forms requires authenticated access.
Login as username sue@< your tenant> (Sue plays the role of HR) – FireFox desktop
- tom@<your tenant>
Show how Space looks on desktop so it can be compared to 1st step of flow
byon the iPad.
tom@<your tenant> (employee) – iPad
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Pluggable Security Managers support LDAP/Active directory or you can use Live Forms built-in SM (users, passwords & groups are maintained by the frevvo form server)
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As the frevvo SM is plugable a custom SM can delegate to any authentication system.
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Frevvo’s SM controls access to using forms, accessing tasks, workflow routing and also for viewing form submission data.
Access your demo tenant's Paperless Portal from your iPad
- See how Space looks on the Mobile device as compared to the desktop computer.
Click "New Employee" button in the "Important Items" row.
Login as tom@<your tenant> (Tom plays the role of Employee)
Fill in the form on the iPad.
The first few workflow steps are called a Screen Flow as they are all filled by the Employee.
Validation – built-in & patterns
Show/Hide
Different control types automatically adapt to use the iPad's built-in Phone, Date keypads
Wet Signature
- Table Control
PDF Gen Viewer - review W-4
View Email Notification for subject “New Employee On Board”
The next step is setup to automatically route to the new employee’s Manager.
The form is automatically routed to the task list of Jerry
Alternative workflows can be designed to route to a role such as to all users with the Manager role.
jerry@<your tenant> (manager reject) – iPhone
→ Access from iPhone
Quickview Reject
Spaces on smartphone
tom@<your tenant> (employee) – iPad
Access from iPad
Audit Trails
Signature granularity is at Section level so a single form can contain multiple signers.
Signatures use public key cryptography and RSA algorithm
Digital Signatures secure form data and detect tampering.
jerry@<your tenant> (manager accept) – iPhone
→ Access from iPhone
Accept using Details View
Digital Signature
sue@<your tenant> (HR process new employee) – Firefox
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→ Access from desktop
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Describe where we are in form-workflow via navigation toolbar
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Show Audit trail at this point
The final step has access restricted to the HR Role.
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Tom finally clicks the Send to Manager button. This automatically route the form to Jerry's task list
Jerry receives an Email Notification for subject “New Employee On Board”
- Access your demo tenant's Paperless Portal from your iPhone
Click "Task List" button in the "Important Items" row.
Login as jerry@<your tenant> (Jerry plays the role of Manager)
- View the buttons and features of the task list
- Email style
- Auto refresh like an email inbox
- Search for a task
- Audit Trail
- Click the Quick View button
- This displays a simple view that renders fast on a mobile device. The information displayed is completely configurable by the form's designer.
- From the Quick View you can approve. This sends the form to the next person in the workflow and signs the form.
- You can also reject which sends the form back to Tom.
- Click the Approve button.
- Return to the Paperless Portal on the desktop computer
- You should be logged in already as sue@<your tenant> from step 4 above. (Sue plays the role of HR)
- Click the "Important Items" tab and the "Task List" menu item.
- View the same task list features now on the desktop view
Show Audit trail which now shows how the flow has moved from Tom to Jerry and now it is on Sue's task list.
This final workflow step is sent to everyone in the HR team using the navigate to Role workflow features
Thus the form is automatically routed to the task list of all users with the HR role
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The first person to access the task will lock it.
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The tasks can be unlocked and put back on task list for anyone with HR role again
- Have Sue complete the form.
Vacation Request
The Vacation Request Form
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