PDF Signing
Feature Description
Incorporate Adobe PDF Signing into Practice Gateway through Document Approvals.
- Allow users to send Document Approvals containing PDF files to clients for them to physically sign through Adobe Sign.
This functionality is available for:
- Individuals
- Data Approvers on behalf of a contact.
- Individuals from a List, to sign the same file(s).
- Individuals from a List, to sign their own file(s).
When an Agreement within Adobe Sign is complete, the signed PDF file is then saved into the same Document Approval folder. A copy of the signed PDF is also saved to the corresponding Service Line folder for the contact.
Once all files within the Document Approval are signed, the approval is then set to the Approved status.
A Notification is displayed at the top of the Document Approval form in the Model Driven App, displaying the email of the contact(s) that still need to sign the documents.
Scope of work
Jira's associated with this feature:
| Jira | Name |
|---|---|
| PGF-1230 | PDF Signing |
| PGF-1263 | Document Approvals Overhaul |
| PGF-1522 | PDF Signing: Multiple Signing Buttons |
| PGF-2046 | Save Signed Document approvals to relevant documents section |
| PGF-1748 | PDF Signing Flow Notifications |
| PGF-2124 | PDF Signing UI Updates |
Testing Advisory
- Document Approvals for Individuals.
- Document Approvals for Connected Contacts.
- PDF Signing for Individuals.
- PDF Signing for Individuals in a list.
- PDF Signing for a group of contacts in a list.
- PDF Signing for Data Approvers of a contact.
- Uploading multiple PDF documents, ensuring that all of them are able to be signed through the Portal