How
does one send a document ? A document can
be sent in various ways:
1) Sending a New Document to Single Party
In this case you can upload a new document and send it to a
person. You can send a new document directly from
clicking on "Send Document" link.
2) Sending a Saved Document to Single Party
In this case you look up a document that you had previously
uploaded and saved in your My Documents folder. You can
now send it directly from clicking on "Send Document" or by
selecting the document and then selecting "Send to Single Party"
link.
3) Sending a New Document to Multiple Parties via Workflow
In this case you can upload a new document and send it via a
workflow. You will need to create a workflow before hand to use
this option.
4) Sending a Saved Document to Multiple Parties via Workflow
In this case you can send a saved document from your My
Documents and send it via a workflow. You will need to create a
workflow before hand to use this option and also upload and save
a document in your My Documents folder.
Do I need a On Demand CM account to send a document ? Yes. You will need a account to send/share a
document with anyone. You can send the document to anyone in the
world with an email address and the other party does not need to
create the account.
What is difference between forms and
documents ? On Demand CM Platform is very flexible and can handle any
kind of content. We typically divide content into 2 types:
1) Documents - Static Content that you can share with
any one and send for collaboration. You can
upload any number of documents and save them in My Documents
Folder for future use.
2) Forms - Dynamic content which you can send to
others for filling in and then signing if needed. Currently
supported form types are pdf, xml and html only. You can
upload any number of forms and save them in My Forms Folder
for future use.
What
are the types of documents that I can send by ondemandcm? Currently you can send pdf, html, jpeg, bmp and PNG. We are
constantly adding new document types.
What is Access Code? Access Code is an added security measure to protect your
documents. While sending a document, you can set up a security
access code on the document. What this means is that any one who
will try to view/document your sent document will need to know
this access code. Access Code can be a 4 digit alphanumeric code
that you give to the other party.
Please Note that setting an access code
does not gets embedded in the document itself. Access code is
only added at On Demand CM level.
How
will other party know about access code? It is the responsibility of the Sender to let other party
know about the access code. We will NOT notify the
other party about the access code.
What
would be a typical process to use the access code?
1) Sender sends a document to the other party and sets an access
code as a part of it
2) Sender notifies other party by phone/email or any other
medium on their own about the access code
3) Signing party/Other party gets an email with link to document
4) Signing party/Other party clicks on link and enters the
access code to view the document.
Can I
set up an access code when I am routing a document through
workflow? Yes. The only thing is
that the access code will be applied to all the activities in
workflow and so you should notify all the involved parties about
the access code.
How can
I save a document into 'My Documents' for future use? You can save a document into 'My Documents' by simple
uploading a document or click on Save check button when sending
any document.
How
long documents remain in 'My Documents'? As long as you don't delete them.
How can I send a document to
multiple parties or to a group?
To send a document to multiple parties you will need to create a
workflow and route the document through the workflow.
