Electronic Signature
An employee field can require the current user’s password and place their saved signature on the record view and generated PDF.
Read moreMore control over records and outputs
Signature, export, reporting and access improvements
Version 2.2.42 expanded electronic signatures, data export, employee compliance reporting, table permissions, search and generated PDF controls.
Data Export
Generated functions can export form data as JSON or XML for use with existing applications, CRM systems or ERP software.
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Employee Compliance Report
Run a report against document schedules and sharing selections to review employee compliance.
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User Access Controls
Administrators can assign add, view, edit and delete permission for individual documents and Custom HTML Forms.
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Quick Search
Custom tables now support quick search alongside the available filters and sorting controls.
PDF Templates
Create a PDF template from an existing document and place available fields into the required layout.
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File-Type Restrictions
File Upload fields can restrict accepted file types and reject files that do not match the configured criteria.
Profile Updates
Users can upload their electronic signature and avatar directly from the profile page.
Additional Enhancements
- Text fields can show the last saved value as a placeholder.
- Administrators can open the Custom HTML Form recreate section with a password.
- Child tables and PDF templates can be created directly from the Custom HTML Form index.
- The approval panel identifies the related table.
- Load All Users makes the complete user list available for record sharing.
- The PDF export panel and PDF template section have updated layouts.
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