SigningHub introduces Navigations Tabs

Posted by Liaquat Khan on 24-Oct-2012 09:20:00

The latest release of SigningHub provides a very handy way to guide users on the form fields they are required to complete before signing the document. This is achieved through the use of navigation tooltips guiding the user in a step-by-step fashion.

This navigation tab is shown on the left side of the opened document when a user opens one of their pending documents as shown below:

nav_tab_images_01_01

 

 


On clicking Start the user is taken to the first field that must be filled-in by the currently logged in user:

nav_tab_images_02_01

 

 

 

 

 

 

The relevant field is highlighted in a clearly visible blue border. Optional form fields are represented with thin black border as shown below:

nav_tab_images_01_02

 








Once completed, by clicking the tab again the user is taken to the next form field assigned to them:

nav_tab_images_03_01












This continues until all mandatory form fields (including initials) are processed. The Navigation tab will not guide you to any optional form fields in the document. Once all mandatory form fields are filled upon clicking the tab again the user is taken to the page where they must apply their digital signature:

nav_tab_images_02_02












If the user tries to sign before completing the entire mandatory form field then an appropriate error is shown:

Navigation-tab-images_31

 

 

 


Once all mandatory fields are filled, clicking the signature field shows the normal signing dialog:

nav_tab_images_04_01



















Once the document is signed then the navigation tab text changes to Finished:

nav_tab_images_03_02

 

 

 

 

 

Clicking Finished takes the user back to the MyDesk showing the updated document status i.e. Signed:

Navigation-tab-images_35

 



So as you can see with our navigation tab it’s easy to ensure that users complete all the relevant form fields assigned to them. Nothing can be missed by accident as the user cannot sign and complete the process until all mandatory fields are completed. Imagine the time and effort this will save because of incorrectly or partially completed forms in your organisation.

To learn how to add form fields and assign these to particular users in the workflow see our earlier blog post: Ensuring Correct Form Filling

Topics: Navigation tabs, Form Filling, Form fields

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