Processing interactive online documents

This web interface is accessed after clicking on the Process Template Web Interface button of the template page.

From this general interface you may configure all the settings required for offering the end user a practical and usable interface, namely:

  • Variable configuration:
    • Label identifying the variable in the end user interface.
    • Tip that will be shown after hovering any active variable.
    • Data type: text, multiline text, full rich text area, date, options, predefined list or remote procedure call.
    • Validations:
      • Default validations: phone, email, URL, numeric...
      • Custom validations: reviously defined via the custom validation interfaces.
    • General settings: editable, global and rich text.
    • Comments that will show as online help.
  • Content blocks: tables, lists and bokmarked content that may be set as clonable (default value) and may be shown or hidden depending on a certain variable value.
  • Settings: general template configuration that include:
    • Number format.
    • Available document download formats.
    • Enabling end user comments.
    • Tabs: if the original document is divided in sections we may opt to show the online interface as tabbed.
    • Identifier. A variable which value may be used to identify a particular usage.
    • Download template: a custom web page where the end user will be redirected after fulfilling the document (this general parameter can be overriden programatically whenever Docxpresso is integrated within another web application).
  • Attachments: manage attachments associated with the base template:
    • Name.
    • Type.
    • Max. Size.
    • Format.
    • Toggle attachment depending on the values of a particular variable.
  • Notifications:
    • Users: based on the value of a variable with email validation.
      • Type: just send link or include generated document.
      • Subject of the message.
      • Message body: that may depend on the value of another template variables.
    • Editors: one may introduce the emails of the users that will receive a copy of the generated document or a link for downloading.
  • Legally binding Signatures: from this interface one may configure legally binding signatures that will initiate a parallel workflow through DocuSign:
    • DocuSign email subject.
    • DocuSign salutation (may depend on template variable values)
  • Remote Procedure Calls (RPCs): one may define the call to predefined remote procedures on load or/and upload. Beware that one may also set up data exchange at the server level via programmatical available methods.
  • Custom styles and scripts: the technically savvy may add its own custom JavaScript and CSS styles unique to that template in order to overwrite general settings.