Customers will now see a similar Document Summary Page when starting a New Document or opening an existing one. This page displays all fields available on the document as well as any values that are pre-populated for those fields.
The Submit Document button won’t activate until the user completes all required fields within the document. The < Back button will always return the user to the main documents section of the Driver App and the user will lose any data input into the document.
The redesigned documents workflow guides users step by step through each field of the document. At the bottom of each field is a counter that indicates which number field the user is on out of the total number of fields.
All values input into a field are saved if < Save, Next or Previous are selected
The Next button will always take the user to the next field in the document sequence
The Previous button will always take the user to the previous field in the sequence
These buttons will always be visible, even when the keyboard is opened to enter text into a field
The < Save button on any Field Input Page will return the user to the Document Summary Page.
The Notes field will always display as the last (N+1)th field to complete in a document with N fields defined on the document template
The Done button on the last Notes field of the sequence will return the user to the Document Summary Page to review all values entered into the document
A signature field will display two different screens to a user, but they will be numbered as the same step within the document workflow. In the examples below, the Customer Signature name page and the signature canvas are two parts of field 5 on this document. The Next button transforms into an Accept button once a signature is drawn on the canvas. If no name is entered on the first step of a signature field, the signature canvas will be skipped and the user will move to the next field upon selecting Next.
Once a signature is accepted, a timestamp is captured and the signature cannot be redrawn when navigating back to that field.
Required fields display Required on the Document Summary Page and show a red * on the field input page.
The Document Summary Page will display values for all fields that have been completed after the user has completed the workflow. The Submit Document button is enabled once all required fields have been completed and will submit the document from the Driver App up to the cloud dashboard where the document can be processed or ingested into another system via Documents APIs.