Page Comparison

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Native E-Signature support via HTML5 for Tablets and Mobile Devices using a stylus, finger or mouse.

Native E-Sign Popup – Displays a signature box with the name of the role that is to sign.
(e.g. “Owner 1 – Sign Here”)

Geolocation Tagging

Capture the signer’s location using HTML5 Geolocation. (http://www.w3schools.com/html/html5_geolocation.asp)

Signature Summary Page

Adds a dynamically generated signature summary page that lists the signers and related data.

• • See “QFE – Native E-Sign – Signature Summary Information – Mockup.docx”

Walk the users through the signing process via a javascript that navigates to each signature field.

• • Using the signing sort order, displays the signature fields in order to the user. If multiple instances of the same role exist, then show each instance of that role before moving to the next role.
  • When the user clicks the SIGN button, positions the first unsigned signature field to the center of the screen. When the user signs and clicks SAVE navigate to the next signature field.

Display page thumbnails with a signature icon to indicate pages that need signing.

• • Green icon is for pages where all signatures are complete.
  • Yellow icon is for pages where there is at least one unsigned field (whether required or not)
  • Red icon is for pages where a signature is required, the field is not signed and the user triggered a submit event.

• By Role
• By Field Name

AttachFile

AttachFile

Attach File – adds an attach file icon/button next to the field for the user to supply a file attachment. Set to TRUE to display the file attachment button

AttachTitle

AttachTitle – optional – the title to display to the user (e.g. “Proof of Citizenship” so user uploads a copy of their ID or birth certificate)

MinValue

Converts a textbox field into one of the following field types (user must specify relevant values and this feature only affects textboxes) by setting the appropriate input type or HTML element type: Drop-down list - The <select> element defines a drop-down list and the <option> elements defines the options to select.

• MultiLine – The <textarea> element defines a multi-line input field (a text area).
• Range – The <input type=”range”> is used for input fields that should contain a value within a range. Must set Min value and Max value.
• Month – The <input type=”month”> allows the user to select a month and year.
• Week – The <input type=”week”> allows the user to select a week and year.
• Time – The <input type=”time”> allows the user to select a time (no time zone).
• DateTime – The <input type=”datetime”> allows the user to select a date and time (with time zone).
• DateTimeLocal – The <input type=”datetime-local”> allows the user to select a date and time (no time zone).
• Email – The <input type=”email”> is used for input fields that should contain an e-mail address.

Set Field Background Color

New Button – Email

Displays an email pop-up window to capture the recipient’s name, email address and a verify code. Verify Code is stored with the Routing Status in tblFormPackageRouteStatus

HTMLButtonLoadName

HTMLButtonLoadName

Calculated Field Pop-Up

Custom Alternative Data Buttons

SignHideEmptySigners

When set to TRUE, hide any signing roles in the E-Sign Popup screen where a Fullname or Fname field exists on the form and contains no value (i.e. no person was entered on the form and is therefore not expected to sign). If no Fname or Fullname field exists for the signing role, then do not hide the role in the E-Sign popup – always show it.

SignMultipleDoc

SignMultipleDoc

When set to TRUE, put each FormID into the DocuSign envelope as a single PDF. When FALSE (current, default behavior) the form package is delivered to DocuSign as a single PDF.

SignOrderLoc

SignOrderLoc

Sign Type Modification

All the roles on the e-sign popup are signers, so the Sign Type should default to “Email To Sign” (in the future other signing options will be added to the dropdown list so this needs to remain a drop-down list). The easiest solution is to remove the “Send Copy” option and force the user to use the “Add Recipient” button to send copies instead.

Clicking the Add Recipient button adds a row to the e-sign popup for additional recipients to receive a copy after all other recipients.

Send On Behalf Of (SOBO)

• SOBOFlag
• AuthUserID
• SenderUserID

(DocuSign Feature) Allows a single user in an account to authenticate for other members of the account. When originally conceived, it was meant for sending fully-defined envelopes only. Since then, most other API functions have been allowed - making this really an "authenticate on behalf of" function instead of just a sending function.

• SOBOFlag - Default is false. When true, DocuSign's Send On Behalf Of (SOBO) is enabled.
• AuthUserID - the CustomerUserID in tblESignatureCredentials for the authenticating user
• SenderUserID - the CustomerUserID in tblESignatureCredentials for the sending user

HTML5Only Output

Setting this option to FALSE forces the engine output to only be in HTML5 code and only works in higher-level browsers, setting it to TRUE generates the existing HTML5 and HTML4 code tags. The Default setting is TRUE (for legacy customers).

New HTML Field Types

Convert from existing drop-down in PDF, or convert any field into a drop-down with values

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(Optional) When set to TRUE, displays the file attachment panel and file attachment image button. Displays a list of attachments to remove or add more. Attachments can be a file that we convert to PDF or a photo captured by their device.

Take Photo and Attach

Attachment List in QFV

Auto-Shrink Text in Textboxes

iScroll Modification

Disable Print Button

Form Groups

Form Search

Upload Forms

Field Attribute Manager

Routing Rules

Edit Route Message Content

Form Links Manager

AutoSubscribe

Individual Form Subscription

Account Setup