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.
To carry out this user guide, you must have the following sections configured:
Innova Online setup: You must filled
Customer id.(Innova Online setup).
eSign ePDF setup: You must have the solution configured as indicated in the section
eSign ePDF setup(eSign ePDF setup) or completed the
Install wizard(Install wizard).
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.
We should execute the action
Action > Report request page to apply the filters.
When you apply the filters, you can execute the action
Actions > Execute report and a report entry (Reports) has been created.
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 in Zip
This action allows sign a document without signature.
This action allows you download the signed document.
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).
This actions allows update the report entry status form Innova Online portal.
Download in Zip
This action allows select any report entries to download all in Zip file.
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.
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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