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:
On clicking Start the user is taken to the first field that must be filled-in by the currently logged in user:
The relevant field is highlighted in a clearly visible blue border. Optional form fields are represented with thin black border as shown below:
Once completed, by clicking the tab again the user is taken to the next form field assigned to them:
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:
If the user tries to sign before completing the entire mandatory form field then an appropriate error is shown:
Once all mandatory fields are filled, clicking the signature field shows the normal signing dialog:
Once the document is signed then the navigation tab text changes to Finished:
Clicking Finished takes the user back to the MyDesk showing the updated document status i.e. Signed:
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