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3B Sign - How To Use: Difference between revisions
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(Created page with "== Intro == This article is created for end-users. == Creating a Document == thumb|Site Selection component on Document To create a new document, switch your app launcher to "3B Sign" and click on the "Documents" tab. If you can't see the tab, your user does not have the right permissions. Then, click on the "New" button and give the document a name. The name of the document will be used for the generated PDF and it is publicly visibl...") |
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=== Use Submission Request as the context === | === Use Submission Request as the context === | ||
You can add requestId parameter after the b3d__Submit page, and the system will auto relate the recordId and templateId | You can add requestId parameter after the b3d__Submit page, and the system will auto relate the recordId and templateId | ||
== Using the Preview Page == | |||
We have created a page (b3d__Preview) specially dedicated for internal users, to allow them to generate a PDF document and save it against the pre-population record. | |||
There are two parameters required in the URL for the page to load: | |||
templateId - the id of the Document record | |||
recordId - the id of the pre-population record | |||
== Email Alerts == | == Email Alerts == | ||