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RADplus 2024 Update 50

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.00

Product Update Description

Crystal Reports in Document Routing and Pre-File Reports are enhanced to be able to display picture and signature fields.

Required Updates

None

Included Updates

22, 23

Details
NEW2 CHANGED0 FIXED0
New (2)
Envelope Import/Export
Envelope Import/Export functionality is updated to support exporting modeled forms containing binary signature and picture field images
Value Added: Ensures users can export and import envelopes with signature and picture images
Topics
• Envelope Export • Envelope Import
 
Document Routing and Pre-File Reports - Crystal Reports
Crystal Reports used in "Document Routing" documents and 'Pre-File Reports, are enhanced with the ability to display picture and signature field images submitted in modeled forms. The "Pre-Filing Report Binary Storage Schema/Table" field is added in "Table Definition" to facilitate this
Value Added: Provides users the ability to display binary signature and picture images on crystal reports
Topics
• Document Routing
 
Acceptance Tests
AV-95136 Summary | Details
Envelope Import/Export
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Export (CWS)
  • Envelope Import (CWS)
Scenario 1: Envelope Export/Import - Validate modeled forms with "Signature" and "Picture" images
Specific Setup:
  • Have a modeled [EnvelopeA], that contains a modeled form [FormA] configured with:
  • Document routing is enabled and a "Crystal Report" [DocRoutReport] is configured to display the document image
  • A "Pre-Filing" command button report [PreFileRpt], is configured on the form, to display data populated in the form prior to submission
  • 'Signature' and 'Picture" fields on the form, along with any other desired field types
  • Have another modeled envelope [EnvelopeB], that contains a modeled form [FormB] configured with
  • Document routing enabled with "No" "Crystal Report" configured. (Note: this will default to the standard "Tif" image used to display the document data)
  • Signature' and 'Picture" field, along with any other desired field types
  • Have access to forms "Envelope Export" and "Envelope Import"
Steps
  1. Open form "Enveloper Export"
  2. Select [EnvelopeA]
  3. Click [Begin Export]
  4. Navigate to location on the server to store the export file
  5. Click 'OK'
  6. Close the form
  7. Open form "Enveloper Export"
  8. Select [EnvelopeB]
  9. Click [Begin Export]
  10. Navigate to location on the server to store the export file
  11. Click 'OK'
  12. Close the form
  13. Open form "Enveloper Import"
  14. Click [Select Envelope Import File]
  15. Navigate to the location of [EnvelopeA]
  16. Select the file
  17. Click "Overwrite Existing"
  18. Click [Begin Import Scan]
  19. Validate "There are no errors/warnings found within the import file.", is displayed
  20. Click [Begin Import]
  21. Validate "Import Complete" is displayed
  22. Click [Select Envelope Import File]
  23. Navigate to the location of [EnvelopeB]
  24. Select the file
  25. Click "Overwrite Existing"
  26. Click [Begin Import Scan]
  27. Validate "There are no errors/warnings found within the import file.", is displayed
  28. Click [Begin Import]
  29. Validate "Import Complete" is displayed
  30. Close the form
  31. Open form [FormA] for any test client
  32. Populate the "Signature" field with a desired signature [SigImage]
  33. Right-Click on the "Picture" field and import a desired picture image [PicImage]
  34. Populated data in all other desired fields on the form [Note the values entered]
  35. Click to launch the "Pre-File" report [PreFileRpt]
  36. Validate on the document image is displayed as expected
  37. Validate the "Signature" field is populated with [SigImage], as expected
  38. Validate the "Picture" field is populated with [PicImage], as expected
  39. Validate all other fields populated in step 1c, are displayed as expected
  40. Close the report
  41. Submit the form as "Final"
  42. At the document routing "Confirm Document" screen
  43. Validate the 'Crystal Report' document image is displayed as expected based on [DocRoutReport]
  44. Validate the "Signature" field is populated with [SigImage], as expected
  45. Validate the "Picture" field is populated with [PicImage], as expected
  46. Validate all other fields populated in step 1c, are displayed as expected
  47. Submit and route the document
  48. Validate submission is successful
  49. Open form [FormB] for any test client
  50. Populate the "Signature" field with a desired signature [SigImage]
  51. Right-Click on the "Picture" field and import a desired picture image [PicImage]
  52. Populated data in all other desired fields on the form [Note the values entered]
  53. Submit the form as "Final"
  54. At the document routing "Confirm Document" screen
  55. Validate the 'Tiff' document image is displayed as expected
  56. Validate the "Signature" field is populated with [SigImage], as expected
  57. Validate the "Picture" field is populated with [PicImage], as expected
  58. Validate all other fields populated in step 1c, are displayed as expected
  59. Submit and route the document
  60. Validate submission is successful
Topics
• Envelope Export • Envelope Import
AV-97298 Summary | Details
Document Routing and Pre-File Reports - Crystal Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
Scenario 1: Modeled Forms ('Document Routing' Crystal Report) - Validate display picture and signature fields images
Specific Setup:
  • In form 'System Security Defaults', set field "Enable Signature Pad Support" to "Yes"
  • Have two users for testing [TestUserA] and [TestUserB]
  • [TestUserB] has the "My To Do's" widget on their home view
  • Have a Modeled form [TestForm], that contained in the envelope, set with prompt "Include Envelope within CDR" set up in form "Envelope Definition"
  • The modeled table [TestTable] used in [TestForm] are currently configured with:
  • Prompt "Does this table require an associated table for storage of binary data information" is set to "Yes" and field "Binary Storage Table Name" field populated with a desired binary storage table name [TestBinary]
  • Prompt "Create Pre-Filing Report Table" set to "Yes"
  • Field "Pre-Filing Report Schema/Tab" populated with "PRETEMP" and the modeled table name appended. For this example: "PRETEMP.TestTable"
  • Prompt "Pre-Filing Report Binary Storage Schema/Table" populated with "PRETEMP" and the binary storage table name. For this example, "PRETEMP.TestBinary"
  • A "Signature", "Picture" and "Draft/Final" field added in the table, along with any other desired field types
  • Open form "User Definition", select [TestUserA]
  • Navigate to the "Forms and SQL Tables" section and click "Select Tables for Product Access".
  • Expand the "PM" folder and navigate down to the "CWSPRETEMP" folder (This is the 'CDR' folder for the "PRETEMP" folder in CWS)
  • Click to expand the folder
  • Validate both [TestBinary] and [TestTable] are present
  • Expand the "CWS" folder and navigate down to the "PRETEMP" folder
  • Click to expand the folder
  • Validate both [TestBinary] and [TestTable] are present
  • Click [OK] and submit the form
  • Have two "Crystal Reports" setup based [TestForm]
  • [TestReportPM] to display the data submitted in 'CDR' tables "PRETEMP.TestTable" and "PRETEMP.TestBinary" residing under the "PM" main folder "CWSPRETEMP"
  • [TestReportCWS] to display the data submitted in tables "PRETEMP.TestTable" and "PRETEMP.TestBinary" residing under the "CWS" main folder "PRETEMP"
  • In form "Import Reports", [TestReportPM] and [TestReportCWS] have been imported with prompt "Import Report for Document Routing" selected in field "Select Import Type" field
  • In form "Document Routing Setup" [TestForm] has been enabled for document routing and currently [TestReportPM] has been selected in "Crystal Report" field
  • [TestUserA] has access to form "Document Routing Setup"
  • Log in as [TestUserA]
Steps
  1. Open form [TestForm] for any test client
  2. Populate the "Signature" field with a desired signature [SigImage]
  3. Right-Click on the "Picture" field and import a desired picture image [PicImage]
  4. Populated data in all other desired fields on the form [Note the values entered]
  5. Set the "Draft/Final" field to "Final"
  6. Submit the form
  7. At the document routing "Confirm Document" screen
  8. Validate on the document image is displayed as expected based on [TestReporPM], 'Crystal Report'
  9. Validate the "Signature" field is populated with [SigImage], as expected
  10. Validate the "Picture" field is populated with [PicImage], as expected
  11. Validate all other fields populated in step 1c, are displayed as expected
  12. Submit and route the document to [TestUserB]
  13. Validate submission is successful
  14. Log out as [TestUserA]
  15. Log in as [TestUserB]
  16. Navigate to the "My To Do's" Widget
  17. Validate the To Do sent in step 1 is present in the list
  18. Click on [Approve Document]
  19. Validate on the document image is displayed as expected based on [TestReporPM], 'Crystal Report'
  20. Validate the "Signature" field is populated with [SigImage], as expected
  21. Validate the "Picture" field is populated with [PicImage], as expected
  22. Validate all other fields populated in step 1c, are displayed as expected
  23. Click [Accept]
  24. Validate submission is successful
  25. Log out as [TestUserB]
  26. Log in as [TestUserA]
  27. Open form "Document Routing Setup" and select [TestForm] for edit
  28. Click on the "Crystal Report" field
  29. Select [TestFormCWS]
  30. Submit the form
  31. Validate the form submits successfully
  32. Repeat steps 1 thru 3
  33. Validate on the document image is displayed as expected based on [TestReportCWS] 'Crystal Report'
  34. Validate the "Signature" field is populated with [SigImage], as expected
  35. Validate the "Picture" field is populated with [PicImage], as expected
  36. Validate all other fields populated in step 1c, are displayed as expected
Scenario 2: Modeled Forms ('Pre-File Report" Crystal Report) - Validate display picture and signature fields images
Specific Setup:
  • In form 'System Security Defaults', set field "Enable Signature Pad Support" to "Yes"
  • Have a Modeled form [TestForm], that contained in that envelope that is set with prompt "Include Envelope within CDR" set up in form "Envelope Definition"
  • The modeled table [TestTable] used in [TestForm] is currently configured with:
  • Prompt "Does this table require an associated table for storage of binary data information" is set to "Yes" and field "Binary Storage Table Name" field populated with a desired binary storage table name [TestBinary]
  • Prompt "Create Pre-Filing Report Table" is set to "Yes"
  • Field "Pre-Filing Report Schema/Tab" populated with "PRETEMP" and the modeled table name appended. For this example: "PRETEMP.TestTable"
  • Prompt "Pre-Filing Report Binary Storage Schema/Table" populated with "PRETEMP" and appended with the binary storage table name. For this example, "PRETEMP.TestBinary"
  • A "Signature" and "Picture" field along with anyother desired field types have been added to the table
  • Open form "User Definition", select [TestUserA]
  • Navigate to the "Forms and SQL Tables" section and click "Select Tables for Product Access".
  • Expand the "PM" folder and navigate down to the "CWSPRETEMP" folder (This is the 'CDR' folder for the "PRETEMP" folder in CWS)
  • Click to expand the folder
  • Validate both [TestBinary] and [TestTable] are present
  • Expand the "CWS" folder and navigate down to the "PRETEMP" folder
  • Click to expand the folder
  • Validate both [TestBinary] and [TestTable] are present
  • Click [OK] and submit the form
  • Have two "Crystal Reports" setup based [TestForm]
  • [TestReportPM] to display the data submitted in 'CDR' tables "PRETEMP.TestTable" and "PRETEMP.TestBinary" residing under the "PM" main folder "CWSPRETEMP"
  • [TestReportCWS] to display the data submitted in tables "PRETEMP.TestTable" and "PRETEMP.TestBinary" residing under the "CWS" main folder "PRETEMP"
  • In form "Import Reports", [TestReportPM] and [TestReportCWS] have been imported with prompt "Import Report for Document Routing" selected in field "Select Import Type" field
  • In "Form Definition", A "Pre-Fileing Report" command button objects have been added for both [TestReportPM] and [TestReportCWS], so that they can be launched prior to submitting the form, to display data currently populated in the form prior to submission
Steps
  1. Open form [TestForm] for any test client
  2. Populate the "Signature" field with a desired signature [SigImage]
  3. Right-Click on the "Picture" field and import a desired picture image [PicImage]
  4. Populated data in all other desired fields on the form [Note the values entered]
  5. Navigate the command button for [TestReportPM]
  6. Double-click to launch the report
  7. Validate the report opens successfully
  8. Validate the "Signature" field is populated with [SigImage], 'Crystal Report'
  9. Validate the "Picture" field is populated with [PicImage], as expected
  10. Validate all other fields populated in step 1c, are displayed as expected
  11. Submit the form
  12. Validate the form submits successful
  13. Navigate the command button for [TestReportCWS]
  14. Double-click to launch the report
  15. Validate the report opens successfully
  16. Validate the "Signature" field is populated with [SigImage], 'Crystal Report'
  17. Validate the "Picture" field is populated with [PicImage], as expected
  18. Validate all other fields populated in step 1c, are displayed as expected
  19. Submit the form
  20. Validate the form submits successfully
  21. Return to [TestForm]
  22. Select the row just submitted for edit
  23. Validate the "Signature" field is populated with [SigImage], as expected
  24. Validate the "Picture" field is populated with [PicImage], as expected
  25. Validate all other fields populated in step 1c, are displayed as expected
Topics
• Document Routing