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
• Edit the first outcome and rename the initial Outcome as MultiDoc Form_-_What_is_an_Outcome

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

The form should look like

2.1.2 HTMLTemplate1

• Template Name : HTMLTemplate1
• Publicly available : True
• Enable Signature Capture: False

<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

• Template Name : HTMLTemplate2
• Publicly available : True
• Enable Signature Capture: False

<font face="Arial" size="3">
Dear --strCDA_9_field_0_0--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Now the signatures<br /><br />
--bxp_Signature_Capture-- = This will be replaced with the first signature captured<br /><br />
--bxp_Signature_Capture_DateTime-- = This will be replaced with the date and time that the first signature was captured<br /><br />
<br /><br />
--bxp_Signature_Capture_Add1-- = This will be replaced with the second signature captured<br /><br />
--bxp_Signature_Capture_DateTime_Add1-- = This will be replaced with the date and time that the second signature was captured <br /><br />
<br /><br />
Kind regards,<br />
--strAgent_Firstname--
</font>

2.1.4 RTFTemplate1

• Filename : RTFTemplate1.rtf

{\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
\viewkind4\uc1 
\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_9_field_0_0--\par
This is an \b RTF \b0 Template\par
Kind regards,\par
--strAgent_FirstName--\par
\par
}

2.2 Turn on the MultiDoc engine

The MultiDoc engine is activated by an outcome. Outcome edit the MultiDoc outcome.

• Use MultiDoc engine : True
• Notes : Please ensure that you create and select HTMLTemplate1, HTMLTemplate2 and RTFTemplate1 before proceeding.
• HTML Templates Allowed : HTMLTemplate1 and HTMLTemplate2
• RTF Templates Allowed : RTFTemplate1.rtf

2.3 Set the External Communications email

When we do finally send the email to the end customer we need to have our comms engine working

• External From Address: multidocDemo@gmail.com
• External To Field: strCDA_9_field_0_3 - Customer Email
• External BCC Email address : your own personal address
• External Subject : Whatever you like, can be useful to put a ref in there e.g. MultiDoc Demo - Wixi example Ref : [ [ --intCDA_9_Id-- ] ]
• External Body :

Dear --strCDA_9_field_0_0--,<br />
This is the body of the HTML email in the outcome external communications.<br /><br />
--MultiDoc_Docs--
<br /><br /><br />
Kind regards,<br />
--strAgent_FirstName--<br />

3 Operation

3.1 Use and log a record

So now we're ready to using the engine. Job number one here is to log a record and choose the MultiDoc as our outcome.