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Creating a reports to generate signed pdf documents

This documentation will guide you through the process of creating a report to generate signed pdf documents.

Requeriments

To carry out this user guide, you must have the following sections configured:

Process

Once the system is configured to generate pdf documents, the process to follow is detailed.

Creating a report

Creating a report manually from reports screen.

You should fill these fields:

  • Code: Report code.
  • Report id.: Select the report from which the pdf will be generated.
  • Description: We can add a description.

HowToCreateReportToSignReport

We should execute the action Action > Report request page to apply the filters.

HowToCreateReportToSignReportFilters

When you apply the filters, you can execute the action Actions > Execute report and a report entry (Reports) has been created.

HowToCreateReportToSignReportEntry

Info

The Actions > Run Report in foreground action is the same action but it runs in the foreground so until the generation of the signed pdf is complete it is not allowed to proceed with another process.

Actions form report entries

Once the movement is generated, several actions can be performed:

  • Download document
  • Send document by email
  • Delete document

Download document

This action allows you download the signed document.

HowToCreateReportToSignSigned

Send document by email

This actions allows you send the pdf by email. To do this, use the email configured in the Report (Reports) and the email template configured in the field Email report layout from the eSign ePDF setup (eSign ePDF setup).

Delete document

This actions allows you detete the pdf file from report entry.

Using the report to generate other pdf documents

The same report can be used to generate multiple pdf documents (report entries). You can run it with the same filters or by changing these filters before executing the action Actions > Execute report.

Warning

When you create job queues to schedule report execution in pdf format, you can apply filters to reports from those job queues (Report inbox). In the event that there is a report with the same Report id. on the reporting screen, such project queues will generate a report movement and sign it digitally. In this case, the filter applied to the project queue prevails. That same report can be run manually, and then the filter indicated from the report will be applied.

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