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Create the screenflow using the PageBreak control to design the forms for a mobile device, in this case, the iPad. The screenflow includes a confirmation form for the new employee to review the generated W-4 pdf. The Confirmation form utilizes the Form Viewer and Signature controls.
- Create the Approval form using the Quick Approval feature. This step will be performed on the iPhone by the manager.
- Create the desktop form for the company HR department
- Create the Employee On Boarding workflow. Assign an icon to it.
- Generate an additional PDF for the federal W - 4 forms
- Add a field for the signature to the W-4 Acroform using PDFescape.
- Upload the W-4 template, download the mapper.
- Map the e-form controls to the Acroform field and upload the modified mapper.
Create the roles and users needed.
- Create a space.
Test the workflow on the tablet, mobile device and desktop
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- A Live Forms account on the frevvo Cloud server or a working in-house installation.
- A tablet, mobile device and desktop computer. If you do not have mobile devices, you can perform the Employee On Boarding workflow from your desktop computer.
- You will need to download an Acroform for the W-4 form. You can find the latest version of the Acroform here. Right click and save the form to your desktop. Open the form. Notice the name field on the acroform is a combination of the new employee's first name and middle initial and there is no writable field in the PDF for the Employee's Signature or the date field next to the signature.
- A PDF viewer such as Adobe Reader - version 11 or higher or Mac Preview and a PDF editor such as PDFescape.
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Generate the W - 4 "Pixel Perfect" PDF
If the W - 4 acroform that you downloaded does not have a writable field for the signature, follow these steps to add one using PDFescape:
- Navigate to the PDFescape website and upload the W-4 Acroform . It will open in the editor.
- Click on Form Field on the menu on the left.
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4. Draw a rectangular field next to the Employee's Signature label shown in the red box in the image. Repeat for the Date field. Save and download the form. This modified Acroform will be used as our W4 template. We will upload it to later in the tutorial.
There is a two step process to configure PDF form generation.
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Use the New Form Generation screen to upload the Acroform for the W-4 Acroform PDF that you downloaded and modified earlier in this tutorial. Click the New icon to begin. Fill in the name of the template, W-4 in this case, and browse to the location of the W-4 Acroform. Click OK.
The W-4 will be listed as a PDF to be generated for this activity of the workflow. makes a copy of the uploaded Acroform template and modifies it with available selections of appropriate e-form fields for each PDF Acroform field. The modified PDF Acroform (Mapper) will be re-generated every time because the e-form fields may have changed.
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- Log in as the designer. Click on the Spaces tab.
- Click
Add to create a new space, type a Space ID and Space Name, and then click Create. You will be directed to the space designer.
- Since we set the state of the Employee On Boarding workflow to Production in a previous step, it will automatically be included, along with the Task List as menu items in the newly created space.
- Verify that the left panel is hidden. If not, click the
- Select regular for the form width from the Min Width dropdown on the Property pane.
- If your tenant is in the cloud, click the
- If you are using an in-house installation,
- Click the
- Click the
- Click the
Test the Employee On Boarding Workflow
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