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| − | Advanced Secured ePDF Forms - Allow access only to a group of users to submit a form - either collecting information from each submitter or requesting they sign-in (with a user account and password) before submitting a form | + | * Advanced Secured ePDF Forms - Allow access only to a group of users to submit a form - either collecting information from each submitter or requesting they sign-in (with a user account and password) before submitting a form |
| − | Streamline Form Storage - Each completed form and its submitted form data is neatly organized in separate folders under a secure file-storage repository (managed by eFiles Service). | + | * Streamline Form Storage - Each completed form and its submitted form data is neatly organized in separate folders under a secure file-storage repository (managed by eFiles Service). |
| − | Automated Document Tracking - ePDF Workflow allows tracking every generated ePDF document. Each generated document contains a unique tracking-id, enabling Audit and Compliance history tracking. This tracking includes - | + | * Automated Document Tracking - ePDF Workflow allows tracking every generated ePDF document. Each generated document contains a unique tracking-id, enabling Audit and Compliance history tracking. This tracking includes - |
| − | * When were the document generated? | + | * When were the document generated? |
| − | * When filled-in? | + | * When filled-in? |
| − | * Who filled-in? | + | * Who filled-in? |
| − | * Who signed? | + | * Who signed? |
| − | * Signature-summary | + | * Signature-summary |
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| | == Benefits: == | | == Benefits: == |
Revision as of 21:44, 31 October 2013
What is ePDF Service?
ePDF Service enables business users to create unlimited electronic PDF (Portable Document Format) files online. Your business can now move entire paper-based form usage to your private cloud based Enterprise ePDF.
Why we choose ePDF Form and not other format?
- It works in Windows, Linux, Mac and all devices
- Its freely available for all users - atleast to use for reading
- Its safe and mostly read-only protecting unwanted changes
- No need to distribute fonts or any special add-ons
- Its usually small in file-size
- Its supported by most internet software and even legal/goverment standards
Details on the various paper based flow to electronic-flow migration.
Details on which segment of business does it help?
Features:
* Advanced Secured ePDF Forms - Allow access only to a group of users to submit a form - either collecting information from each submitter or requesting they sign-in (with a user account and password) before submitting a form
* Streamline Form Storage - Each completed form and its submitted form data is neatly organized in separate folders under a secure file-storage repository (managed by eFiles Service).
* Automated Document Tracking - ePDF Workflow allows tracking every generated ePDF document. Each generated document contains a unique tracking-id, enabling Audit and Compliance history tracking. This tracking includes -
* When were the document generated?
* When filled-in?
* Who filled-in?
* Who signed?
* Signature-summary
Benefits:
Reduce Paper Cost - Migrate all your paper-forms to electronic PDF forms, instead of filling in paper-based forms
Reduce Typing Effort - Download all submitted data into a XL sheet/text file, instead of typing-in paper-form data
Use Online Signatures - Request your customers to e-sign contracts/documents online, instead of visiting every approving customer manually/personally
Reduce Printing Cost - Create unlimited full-color PDF forms online, instead of printing paper-based form
Reduce Storage Cost - Store ePDF online securely, instead of storing all paper-based forms in rows of file-storage
Who's Using ePDF?
Physicians Office
New Patient Enrollment Form
HIPPA Acceptance Form
Payment Consent and Authorization Form
Schools
Student Registration Form
Parent Consent Form - for events and field trips
Approval Based Teacher Leave Form
Universities
Semister Enrollment Form
Request For Transcript Form
Approval Based Leave Notification Form
Non-Profit Organizations
Grants Application Form
Approval Based General Expenses Form
General Donation Form
Education Groups
Summer Camp Enrollment Form
Payment Authorization Form
Payment Based One Time Camp Fee Form
Automobile Dealerships
Bill Of Material Form
Request for Appointment Form
Approval Based Application for Financing Form
Approval Based Ledger Expense Form
Wholesale Merchants
Special Whole Invoice Form
Preferred Customer Registration Form
Approval Based Distributor Signup Form
Special Inventory Sales Form
Bulk Order Purchase Form
Booksellers
Preferred Customer Sales Invoice Form
Pay-Later Authorization Form
Special Shipment-Slip Form
Form Types:
Public
Private
Autofill
Link to payment providers (paypal)
Creating New Forms:
Creating Custom Template Form:
- This is the only supported method in the ePDF service for now.
- Use Manage Template
- Use Manage Definition
Creating Using Add-A-Form-Wizard
- This is a new feature currently under development. It allows bootstapping ePDF forms using a pre-defined template and adding/updating form design elements including form-fields using a east to step-through process.
Updating existing ePDF Form:
Only a field change
Using Auto-Fill Fields
Entire template change
Using manage-template section
Changing just the business logo or business profile
- This is a new feature still under development.
Linking ePDF to a website
Direct-Linking: Quickest linking steps...
Linking using Auto-Prefill
Provide pre-fill custom fields for your form. These field inputs can be collected on a webpage/form and then automatically passed to the ePDF form such that user need not type these fields again. Example:
- In case of a Membership regisration form, you can provide membership instruction within your webpage, then request user to select one membership category like BASIC, PRO, ENTERPRISE. Then you can automatically insert the selected membership and membership cost in the ePDF form automatically using the Auto-prefill feature.
<< PIC >>
Document Repostiory
Accessing from within ePDF Service
Accessing from eFiles Services As An Admin
Master Storage is Always Cloud-Admin
Creating Approval Based ePDF Forms
Setup process and L1 Approval form
Approver ID Setup
Attachment Support
How To Approve?
Notification flow
Requesting for Document Audit
Where is the Document ID on my ePDF document?
How to request document audit?
- provide site url and details.
Audit Report Download
Common Questions:
How to Get adobe reader software?
How to Know my browser has adobe?
How to Configure adobe for chrome browser?
How to Configure adobe reader for a Mac?
Where are ePDF generated document stored?
ePDF form template definition types:
Various template definition types are used to assign specific workflow behaviour to ePDF forms. These workflows support many out-of-box functions assisting business owners to quickly implement desired business functions (like approval process or payment integration) without the need to code a single line of code.
STANDARD
ESIGN-L1
INVOICE
CHECKOUT
AUTHZNET
PAYPAL
NO-CONFIRM
ESIGN-L2
ESIGN-L3
ESIGN-L4
ESIGN-L5
ePDF Form Types:
ePDF forms are classified into two types - Public and Private - based on how the forms are accessed by end-users.
Public Forms:
Once a template-definition is marked "public", end-users can access the form directly without any need of access account or password. Once you "save changes" on the Manage-Template page and the ePDF form is marked "public", you should identify the auto-generated public URL which can now be used to access the ePDF form.
End-User (Public) Workflow:
- Fill-in standard epdf
- Fill-in epdf form, which needs an approval from one/more approvers.
- Fill-in ePDF form, then proceed to make a payment based on selection.
Private Forms:
Template definitions marked as "private" do not get any public URL instead they are listed on the ePDF portal home page. End users must sign-in using the Cloud-SSO user-account I'd and password before accessing and private ePDF form.
End-User (Private) ePDF Workflow:
- Sign-in to cloud account, then fill-in and submit a private ePDF form
- Sign-in to cloud account, then fill-in and submit a provate ePDF form that requires approval.
- Fill-in a protected ePDF using an express-account id and password received via email.
