Project Resources
No Resources Currently
Project Outline
Project Planning TasklistGo through and outline with clientFor each Goal outlined turn it individual item in
Problems & Goals
What are the problems we hope to solve with this project?
- users need to e-sign multiple documents and they’re currently static and can’t be dynamically added
- marking documents have been signed is cumbersome
- documents to be signed are listed in multiple steps rather than one
What are the Goals to create in order to solve the problems?
Goals & Deliverables
Goal #1Outline Deliverables associated with GoalOutline & complete any Tasklist - Research / Outline / Client Question
Update Portal UX and AG Admin to have all e-sign documents in a single location and no longer be hard coded
Goal Planning Tasklist
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into Tasks , add task details
Deliverables
- Create single admin location to add all e-sign documents and update sign status
- Update portal UX to show all documents and status of sign in a single step
- Update all existing automations for new e-sign document management
- Convert all existing rows in sheet to new format
- If possible setup auto mark of signing completed in sheet from FormStack Sign API
Tasklist - Research / Outline / Client Question
- Research Formstack api to see if it’s possible to automate common admin actions
- Easier way to link documents that need to be signed to show in the portal?
- Track e-sign of a document and tie it back to a specific row in the sheet by passing UID or email to automark the specific document as signed.
- Research how to create a single location in admin where unlimted e-sign documents can be added, each document will have the following values:
- Document 1
- E-sign link
- Document Name
- Description
- Is Signed: yes / no (no is default)
- Document 2
- E-sign link
- Document Name
- Description
- Is Signed: yes / no (no is default)
- Research how we can update the current sheet rows to the new format
- List all zapier steps that connect to the sheet that are related to signing documents that will need to be updated
- Outline the code in the portal that will need to be changed in order to achieve a UX that shows all sign documents in current quote e-sign step. With the following states:
- Not all documents listed as signed so step still needs to be completed and updates overall get started status as not complete
- All documents listed as signed so step shows as completed and if all other steps complete then updates overall get started status as not complete
Tasklist - Final
- Move existing finance e-sign values to "E-Sign Links" sheet
- Create new column next to E-sign Link in "New Business" and "Renewal" sheet Is Signed to check if quote was signed or not
- Turn off zaps that will be affected by column change and make sure to update all portal index values in the code based on where the column is added
- Create additional column next to in "New Business" and "Renewal" sheets named "Has Additional E-sign Docs" (yes / no)
- Turn off zaps that will be affected by column change and make sure to update all portal index values in the code based on where the column is added
- Update portal code to check and show documents from "E-Sign Links" sheet when the additional documents column is set to yes to show in portal
- Create a scrollable view listing all the documents and clearly showing which one are signed / not-signed
- Show status of Document signing step completed/not-completed based on all the documents listed for signing in "ESign Links" sheet
- Remove additional code for finance e-sign links
- When pasting UID in "ESign Links" sheet, automatically pull DBA and email automatically from normal sheet
- Check if when client signs the formstck document zap can be set up to mark signing automatically and if so set it up