Rebuild Esign step for multiple documents

Summary

Client

AGuard

Assigned To

Eli Weldon

Status

Completed

Start & Finish Date

Needs Review

Project Resources

No Resources Currently

Project Outline

Project Planning Tasklist

~~Go through and outline with client~~

~~For 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 #1

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

~~Outline Deliverables associated with Goal~~

~~Outline & complete any Tasklist - Research / Outline / Client Question~~

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