Form MultiDoc engine

1 Overview

When using bxp forms it may be necessary to mail a series of documents to a client.

bxp through its outcomes has the ability to facilitate multi-document creation. Then with the documents created include them as links in the body of an email and have the email sent out to a recipient.

This process also facilitates the in browser signature capture engine available for document creation In_Browser_Signature_Capture

What follows is how to set up and use this feature.

2 Setup

2.1 Initial steps

We need a form and some templates to play with to demonstrate the engine.

• Create a form Start_Here_-_Building_your_first_form
• Create a HTML template called HTMLTemplate1 Writing_HTML_Emails
• Create a second HTML template called HTMLTemplate2 Writing_HTML_Emails
• Modify the HTMLTemplate2 for in-browser signature capture In_Browser_Signature_Capture
• Create an RTF template called RTFTemplate1 RTF_Templates_for_Outcomes

2.1.1 Form build

• Type : Blended
• ID: 9
• Basic - Text Box : Customer First Name
• Basic - Text Box : Customer Surname
• Basic - Email Box : Customer Email
• Tidy up the field mapping, as per the question titles

2.1.2 HTMLTemplate1

<font face="Arial" size="3">
Dear --strCDA_9_field_0_0--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Kind regards,<br />
--strAgent_FirstName--
</font>

2.1.3 HTMLTemplate2

Dear --strCDA_X_field_0_1--,

This is a HTML template email.

Now the signatures

--bxp_Signature_Capture-- = This will be replaced with the first signature captured

--bxp_Signature_Capture_DateTime-- = This will be replaced with the date and time that the first signature was captured



--bxp_Signature_Capture_Add1-- = This will be replaced with the second signature captured

--bxp_Signature_Capture_DateTime_Add1-- = This will be replaced with the date and time that the second signature was captured



Kind regards,
--strAgent_Firstname--

2.1.4 RTFTemplate1

{\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
\viewkind4\uc1 
\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_X_field_0_1--\par
This is an \b RTF \b0 Template\par
Kind regards,\par
--strAgent_FirstName--\par
\par
}