Sign California Work Order Computer

Digital signature pooling agreement

all right I'd like to thank you all for joining us here in this training session my name is Andy Hughes I'm US marketing lead and we're really excited to be you know announcing these different futures and demonstrating them so we have a lot to cover I'm gonna hand over to Fernando tomatoes or strategic Account Manager yeah thanks thanks Andy so if at any point anyone has any trouble with audio please let us know we'll try to correct that ASAP all right folks so again my name is Fernando Jimenez again Thank You Mandy for that introduction I've been here I'm a currently an account manager here I started out doing tech back in the mid 2000s out here and then eventually went to sales and then tech again and then we're back here doing sales related matters one more time so I've been here a while and obviously we catered this new training and what's new session for all of you based on you know my past experiences and everybody else's here as well so today we actually have a really big agenda we've got a few trainings to go through we're gonna be showing you a couple other things that in terms of what's new bit can play oh and we got some new great people that have joined us recently and these guys are gonna be showing us a couple things or two I mean a couple things here and there and this training itself it will be available upon request so if you just kind of hang out and check out towards the end we'll let you know how to get access to the to the recording all right so we're going to go ahead and and tell you what the part of the agenda is here so in terms of training we've got a couple things that we're going to show you for those of you that are not aware this can play oh is multi-platform we started developing for other platforms maybe 10 years back we not only work with as400 s we also work with SP and Microsoft CRM for example there's other platforms also that we work with in terms of trainings we're gonna have Steve showing us how to remap and import into Excel Mariam in our Boston office will be showing us how to create a quick form using either eye if I PDS for a FPDs and kedren also in our Boston office will be showing us how to create a form from an XML file all right let's see and after each each of these sessions that after each training session what we'll do is we'll show you a what's new feature what's new with completo 7.4 and we'll be focusing today more on electronic signatures and the document distribution that follows it and this is actually more specifically tailored for those who may be looking into speeding up their workflows that involve getting important documents reviewed and/or signed vika BPOs it could be invoices it could be any kind of form okay so um what we'll do is we're gonna go ahead and get started here with Steve so you're going to be showing us how to import SNS a piece pool file into Excel we'll be looking at leveraging an excel templates we're gonna show you also how to consolidate multiple role records into one record in Excel and also show you a really key thing here which is cell text replacement and the use variables so without further ado Steve I will make your presenter so that you can go ahead and show us how to perform this awesome Thank You Fernando so I'm gonna go ahead and show my screen here hello everybody welcome to this today's training I am Cinderella solutions consultant here at some tracks and today I will be showing you some essential skills for complex floor so let me just go ahead and open up this training folder here and I'm gonna just be opening up this compile Explorer template so I'll be showing you how to generate an excel report for vendors from an existing report that has been created in this AP well navigate to this folder here and open up this sa piece pool file so now in this example we are using an sa piece pool phone but employer is multi-platform and we can work with various systems and with various incoming documents so I'm just gonna go into our template designer tab here and as you can see where we've already designed this beforehand we're already grabbing certain information such as variables from the file itself but in this case you know the user is wanting information from these three lines as you can see throughout the spool file the very these three lines repeats pretty much throughout the spool files and the user wants to grab certain information and condense them all into one row in Excel so as you can see here we are grabbing certain information such as this item description and placing it on the third row I'm just gonna go ahead and run this template so you guys can see how that looks I'm going back into this folder and as you can see in the background there was a folder that was created called orders and essentially what's going on is completo Explorer is taking apart the spool file and converting all the data and information into this excel file that'll open up so you guys can see and placing the that information into columns as necessary so as I was saying before as you can see we are grabbing you know the information here such as the item description and it is being placed into that third column of excel and we're also getting other information as well but instead of just showing you that final example I'm gonna go ahead and close this excel sheet out open up a new comforter Explorer template and we'll start from scratch so we're not necessarily gonna go through all of this we're gonna try to keep this pretty simple in this training so google pretty quick so now with this complex pour template I'm gonna go ahead and navigate to our sa P system and I'm going to expand our connection I'm gonna go into Arkham play out put device here and navigate to our school file that we will be working with which would be this one so now I'm going to go into our template designer tab and I'm just gonna go ahead and simply clean things up here so I'm going to go into our page settings here and I'm gonna go ahead and delete any blank lines that may be in this pool phone as well as any page breaks so then no necessary characters show up at our end report and now I'm gonna go ahead and work with the spool file clean this up a little by using line conditions so I'm just gonna simply grab information such as this dashed lines I'm gonna say okay and what happens is any and for any lines with those dashed lines are starting with the dashed lines will be removed so I'm gonna go ahead and remove a few more lines here such as this still to be delivered me minimize this a little bit still to be invoice and now navigating with the simple navigation I'm gonna go to page four because we do need to remove one more line here called contract release order so I'll just go ahead and remove that as well so just as simple or as quick as that we've removed lines that we don't need for this report and now we'll begin working with the spool file so what I'm gonna do here is divide the spool file as you can see I've created like a line here a cut son's gonna go ahead and create or divide our spool file into two separate sections so we'll name the first section the header section as it contains header information and we'll call it the second section data just so that we know what we're working with so now I'm going to go back into the header section I'm gonna right-click and delete the cell so now what this does is it basically removes all that and header information from all the from all the pages and it will not be placed into our end report so I'm gonna go back into our section data or our data section and I'm a right-click and add a segment so what this does now is where we're gonna start looking at this full line by line but in this case we don't want to just look at one line we want to look at three lines at the same time since that these three visit lines repeat again throughout pretty much the whole school file here in this case we do want to add a condition as well so that we know that these three lines that the purchase order will begin we'll start off that these three lines and the way that we do this is by stating a condition that that second that the second character is not empting so that second character represents that purchase order kind of what stated on the header so now we've done that we're gonna go ahead and add a variable so that we grab information from the spool file itself we do have different variables you could grab in this case we're just going to use this variable option and we're gonna grab the name of the vendor so now we're gonna extend this box a little more because the name of the vendor could shift since this is a dynamic variable that's grabbing information from the spool file will increase that box so now we rename the variable vendor name just so that we know what variables we are working with since we can't have you know hundreds or you know tens of variables so here one more thing I'll add to this variable is a special setting and what I'm will be adding is trim blank spaces at both end so any blank spaces that may occur in this box either before or after will be removed and this is important when we're creating our report so now that I've grabbed our variable I'm gonna go back into our segment section and change our segment format from parse to remap so now that we've done that we're gonna go ahead and grab information that we want to use for our end report such as a purchase order so we'll just go ahead and create a box double click and we'll grab that information then we'll grab the date here we'll also grab the name of the item the quantity the units the net price and we'll add just one more box using this pipe here I'll grab this box here so this box is going to be used later on to create an excel formula so now that we've grabbed all the information that we want we're gonna go ahead and rearrange it so that it fits into the excel row perfectly or the way that we want it to look so in this case we'll move the data the dates first next we'll have the purchase order following that we'll have the item description the order quantity the units the net price and then the excel formula that will be using afterwards so now that we've bound in all our information that we need we'll add special settings just so that it looks a little neater at the end of our report so here we'll so add the trim backspace that we've added before in our variables but we want to add this to all of these items here and so the way that we could simply do that is by copying the format right-clicking and then paste formats is section and our segment so what this does is it will paste that format that we added the trim blank space and it'll add it to all of those all that information our grabbing so now that we've done that we're gonna work with this second to last item here and we're gonna replace the contents so as you can see we do have a comma where the dots should be so we're gonna go ahead and substitute the text from it being a comma to get done so we'll say okay and last but not least we're gonna go ahead and create our excel formula here by using the place contents so here we're just gonna go ahead and add our formula here which is gonna be just a simple calculations of getting the total price our using multiplication formula so now that we've done that we've essentially grabbed all the information that we needed and this is how our final view is going to look like in Excel sort of like this as you can see it's kind of spread in columns but it hasn't given all that format in Excel well what Excel does so now that we know how our data is gonna look like we're gonna go into our segment and add a run mode so here there are different actions that we could take we can send this end document via SMTP we can upload it to Amazon Web Services or send it to through FTP you know that this would depend on what you were needed to do in this case we're just gonna use this Microsoft Excel option to simply create an excel file so once we clicked on Microsoft Excel as you can see we do have default settings that complejo gives you in order to create the file and in this case we're gonna be using this command to use a excel template so I'm gonna go back into our folder here that contains our excel template just so that you can see what excel template we're using and and you know in this case we're using a simple template that has header information as you can see here but you know this could be a complex as needed so it could contain macros and you know so on and so forth I'm gonna go ahead and close this off I minimize this and go back into this complete Explorer so as you can see now I'm gonna go ahead and use that command use template go into more options and we're going to be using a local file we do have options to use different file locations and in this case we're gonna go back into that we're gonna be using that template from that folder called training so we'll say ok here and one more thing in that template itself there was already a header information that was placed in the template so we're gonna need to start populating our data into a 5 a 8 instead of a 1 so here we're gonna give that that option there and last but not least we're going to go into this close Excel task double-click open it up and we're gonna use this option called close Excel after saving so now here we're gonna save our file to a path that we want we're gonna use this little Save icon and we're gonna save it into that training folder itself here we're gonna call the name of this report will just say report 4 and we'll leave a blank and the reason why is because we're going to be using variables that we've that we've created beforehand such as this vendor name so as you can see here we have this report form and I'm gonna use this variable button to choose that variables I want so here we do have different notions for variables I'm gonna be using the vendor name variable that we created before give using a dash and we're gonna use one more variable from this file information drop-down menu now this information is coming from the spool file as well as complejo itself so the variable that I'm gonna be using is this current date just so that you know that you know this is happening in real time it's happening today so I'll just say ok and now I'm just gonna go ahead and make this an XLS x-files or the newer version of Microsoft Office so hit OK and I'll say ok and last but not least I'm gonna go ahead and add a condition for this run mode so the condition that I'm gonna give it is whenever that vendor name changes when it's looking for the for that variable whenever that name changes it's going to create a whole new workbook so now that I've given it that condition I'm generating this template and we navigate back into our training folder move this a little bit over here so as you can see it created this first report now it's created the second report so whenever that variable changes so as you can see it's a report for our variable which is our vendor name here the year the and oh well today's date here so we'll go ahead and just open up this last Excel report that was created and as you can see here's that report that we've created using compli Explorer so now that we've created you know but this template we could save it and it could be used for in supervisor to automate this task so that's all the training I have for you today I hope you guys enjoyed and I give this back to you Fernando alrighty Steve that was great central skills for anyone that wants to import any kind of will school file from any kind of platform as we said and I want to emphasize we do we are multi-platform so if you have an idea a report that needs to be sent into Excel then closed floor is a good candidate for that so again thank you Steve again he showed us how to leverage the Excel templates consolidate multiple records into one and then also the very important cell text replacement and use of variables all right so the next item as promised is something that's got to do with what's new with complejo so one well one of the biggest changes our biggest newest feature in complejo is the general electronic signatures so just in general I don't know and I would like to know if you guys are kind enough and maybe let me know through the chat message whether you use some kind of a signature process to assign your either POS invoices or what have you please let me know down the chat box so anyway things to consider for you know when you implement trying to signature does your signature include reviews and comments meaning before the document is reviewed I'm sorry before the document signed doesn't need to be reviewed by someone or maybe even add some special comments towards the end are these signers required to be registered online should documents be revised prior to signing can you create a quick note on top of these things do you need to create an account with the provider of like maybe DocuSign how do you identify these documents that need to be signed or rebuked in terms of distribution of storage after these documents are stored should they be well followed up online with some kind of tracer or what have you things like that to consider also I believe that's all I got in terms of this what I want to get into right now is the slide for one of the videos that we'll be showing you one of the processes here so we have this workflow here we're gonna be working with a smart form with the purchase order in this case we'll be working with one purchase order however we can work with batch files as well so this purchase order will be monitored by completely provider in the background as you can see here it'll create it'll turn that smart form a purchase order into a PDF and then it will send it over to a new feature of complejo called remote agent and this will pop up on an end-user screen and it'll ask them to basically review the document sign it and then once that is signed it'll be sent over to completo archiver and then can play our occur archive will do something specifically with that and in this case what it'll do is it will send the end user who originally requested the form out an S ap will get an email with the document signed and if there are any comments in there then they'll be included in that final document well so again like I mentioned feel free to share what it is or how it is that you're working with edit writing signatures here the chatbox and we'd be happy to I don't check those out and see how we compare with what you're already doing or if we can in any way enhance what you're doing you know that also works as well so what I'm going to go for now is I'm going to open this quick little video demonstration and it'll show you basically what I'm talking about all right I'm gonna maximize this guy here so this is the S AP main screen and what we're gonna do here is we're actually going to go over to the spool file well a version of the spool file that Steve was working with I'm gonna click on OK here so that's the spoof of it Steve was working on we're gonna go specifically to a specific peel here we'll do a little print preview of this pio and again this is just a one pio we're gonna put a spool file and again we can create more than one when in this case a batch file if negative okay so this is where the original request is made on this particular machine now we're gonna go over to the reviewers machine or the person who's in our proof and on the right lower right side you'll notice that there's a little pop-up coming up here so this is our remote agent it sends a notification the document you can open it immediately and we can start looking through it just to kind of verify what the document is and here we have a little special comments that complejo added here the end-user can come in here enter some special comments in this case document is valid and then just kind of produces on there and then upon validation we'll add a signature to it and then here at the end the backs of the screen here you can see all the other documents that were worked on as well so now we're back over to the original creator of this purchase order shortly here you'll see that we're going to get an email so that'll be coming up in the top right and it's just an Outlook notification saying there's an email that came through give it a second there there it is okay and we get that email here and notice that we've got some customized information we've got a link here from archiver you click on that and then notice how this opens up in the browser and at the very top left you can see the I cover a website there at the bottom left here you'll see the signature of all the signed document here and also some terms and conditions were added to that document and that is actually it for this part of this what's new we can play oh I'm gonna go ahead and move over to our next trainer and the next up for bid here is training with creating quick forms some of you work with IBM still and as you know IBM no longer supports a FPDs so what we're gonna do here is gonna have Miriam show you how to create a form leveraging the spool file that was generated using a FPDs and obviously can play a layout is a tool that provides an alternative for those looking to continue to work working with a PDS without actually you know continuing to modify or code using a FPDs and also we work with I PDS just regular tech school files so let's go ahead and send us over to Miriam up in Boston so that you can show us how to work with can play layout here let me make her presenter here samarium when you're ready go ahead and take it away Thank You Fernanda for the introduction I am Mariam and I am in the Boston office and I'm going to quickly show you how to create your files um a template using layout now yes as you can see on the left hand side I've navigated to the spool file that we're going to be working with this is an AF PDS as you can see the foam type there and basically what a FPDs spool files are they contain graphics that are not visible until printed however with layout you're able to change the graphics and visa graphics without reformatting or reprogramming this will fire for the sake of time constraint I'm going to show you how I made some changes already on the spool file and in this case the changes I've made was to remove most of this borders that you can see surrounding text so basically what I did is erase this text by using the erasing zone I can like this and that selected it and awesome made it it disappear you can also you can also select text as well as the graphics that you no longer want if you want to remove certain areas of text now that we've removed all the borders and graphics what we are going to do next is actually create a table so that it can look more professional and more pleasing to the eye so in this case we selected the table and now we're going to add the columns we're going to add additional columns to this table as you can see they're not evenly distributed however you can space them out by clicking there or you can actually drag any align the column lengths as you see fit like what we're doing right now I'm going to quickly do this formatting so that it can look better and if you have any questions you can always reach out to us later and then now that we've set up the mate columns what we're gonna go and do next is actually change the format font format for the headers so in this case I wanted us to add a bold style to it so that it can pop a bit more like that and there very many options that you can use you don't you can also add color as we're going to use right now so that it can also pop and by selecting this style and the color checkbox as well as the color choice you'd be able to now see that in our final file it would have the blue now we're going to add another table at the bottom so that we can put the total for this and it's we're gonna create it the same way we created the one on top however it's just gonna have one row and we're going to move this column spacing so it can look more professional I previously selected this and we can move it here and be able to see how the table looks it looks a lot better with it there and then now we're just going to quickly finish vomiting this template by moving the page number lower and as you can see this page number is included in this full file by selecting partially inside it's gonna pick anything within the borders that we selected and then now we're going to create a variable because we want to use this variable going forward for the PDF name as well as to create graphics so we're going to name this variable the inverse number and by selecting the location of the variable what it's we're also gonna add some variable formatting whereby we're going to remove all the empty spaces before and after the selected area as well as replacing the forward slash that we have in the variable using text substitution so going forward the variable selected is the forward slash will be replaced by a blank space now that we've done that we're going to quickly add some graphics and in this case we are going to add our company logo and it is in a local file as you can see you can also select a variable for that and there we go we have the company logo and there are also other graphics that you can add so in this case we're going to use a barcode code 128 and we're going to use the variable that we used though is selected in order to create the barcode okay there we go and now you can see that the variable name will of course be substituted by numbers and then now we are going to go and make our run mode and our run mode in this case is going to be creating a PDF file and the run mode is very similar to what Steve had shown earlier and now we're going to change the name for the PDF file that will be created and we're going to add the variable name that we created as well as today's date so that you can tell when the invoice is created and getting today's date is going to be the metadata that you has been pre generated and then now we're going to run this template and we should see everything we added here is the barcode and as you can see the numbers were generated and you can see the logo as well as the table thank you for your watching and I'm going to pass this on back to Fernando alrighty thank you Miriam I might go back and share my screen here so as I'm doing that just want to remind you folks that again we're all we are multi-platform what Miriam showed you for those of you that might be moving over to AP we also work with smart forms or any other forms that sa P might be creating so if you're moving from the iSeries over to sa p you know feel free to kind of let us know and we'll give you some pointers in terms of I know well we've experienced when people transition from the iSeries or recipe or for that matter maybe even the CRM alright so again just to kind of summarize what we were shown here by Miriam we looked at redesigning a main table we looked at how to create instant bar code and how we can instantly create these logos and more specifically these logos were saved on a PC so that's pretty pretty cool easy and we also removed some undesired text and maybe graphics that were lingering around there so let me see what we're gonna move forward here is we're gonna go back into that wavelength of what's new with complejo so we're gonna go here what's in we can play oh and we're gonna show you another little workflow here and again we're focusing on digital signatures or electronic signatures inside of your document workflow in this case since we were working with an IBM document before as you saw miriam created a PDF so what else can we do on top of that PDF in this case we're gonna go from what Mirim showed us from that invoice over to may be working with a work order acknowledgement and this is actually a school file that contains tons of work orders so as we said we can work with single files where we can work with batches as well all right so we have that PDF and then once that PDF is created it's going to be sent over to our new module called can play a web sign for signature that's Ryan signature alright once that document is signed it'll be sent over to can play archiver which is our web storage facility there and once that archiver creates or grabs his file complain to create a link to that file on our website alright so we're gonna go ahead and show you what that looks like in terms of this work order on the icers so I'm gonna go ahead and start this quick little video all right here we have that green screen alright we're gonna take a quick look at this work worth alright this is what it looks like you can see here we've got sample text to replace broken tap alright so we're gonna go ahead and hold and release alright so right away we're looking over now at the the mobile or at the cell phone of this end user whether email is configured to to drop you can see the workers are coming through we have a link here that'll send the end user over to our website site alright so the in use was gonna get didn't be prompted for security code notice how we get a little text message here so as soon as he enters that text message I'm sorry the code on that text message they'll be able to review or sign the documents that are awaiting signature all right so we're loading the documents here and as you can tell we took that green screen looking document spool file it says something that looks a little bit better okay okay and we're gonna add some comments here pretty simple and then shortly after what we'll do is we'll show you how to sign this document directly from the phone so we're gonna select a type of signature in this case you can actually draw it as you see here you can actually upload it too if you have an image that you've scanned we can punch in here manually print the name that we want to sign our documents with select a font there alright and then once we're you sign it what's gonna happen is that an end user who created the batch document in the iSeries is gonna get some emails you can see they're coming through here okay okay so you can see here we have a custom email it's got metadata from the spool file down here we've got a link up here with the actual work order or one of the work orders this is the work order this is how it looks up here on our archive site bottom left you'll see that we've got the signature alright so we're gonna go back to the email and what that we're gonna be looking at now is at the very bottom you see a link that says pastor a protected file so this PDF has been password protected only the end user would know what that password is we have the ability to code that in there and then here because it is sense of information this happens to be a payslip we actually added the password for that okay and now I just kind of going back to the work order we'll do a little right-click look at document properties and obviously this is just to confirm that the document came from a source that is trusted and in fact it was it was actually from the same tracks icers so that's what we have in terms of batch files here and the work order what we're gonna go ahead and do now is we're gonna go ahead and continue with our training mode in this case we're gonna send it back to Boston and edge is gonna be showing us how to create a form using an XML document derived from our Microsoft CRM however you guys might have customers or providers that send you XML files and what we're gonna show you is we can show you have to take those XML files and create a human readable document also you know in the time that I've been working here with the company I've seen an array of different file types so that we work with that can play a worse with and again one that's always caught my attention is XML for instance big companies like Walmart they tend to send their orders to their providers using XML files that their system creates and with completa signer which is again what Karen's gonna be showing us you can design templates that can translate that XML that XML file into a human readable PDF alright and also something bit that's very important that's taking place right now as we speak in a lot of our Latin American countries they are using Ian's voicing and a lot of that basically includes XML files with signatures and all that and that is something like that can play oh can handle so without further ado I'm gonna send this over to Karen so you can host shows how to create a PDF used or created from an XML file so we're gonna send this over to Kidron now Catherine take it away when you're ready thanks Fernando so like Fernando said I'm going to be showing you how you can create PDF out of an XML file the XML file that I'm using is training this is an XML file that's been taken from our CRM and it's a quote that was generated so this has been exported and now here it is in our notepad but in order to actually in order to actually convert it into the PDF I'm going to go into our designer module so I'm just going to open up a template that I've made for this training and now here in designer I'm in the Navigator panel and I am going to go into our the quote that I just showed you and here in the original view you can see here's all the data and in the final view this is what the end PDF is going to look like so for this training I decided that I'm sure you guys here in our complain of inversion we now have the ability to go into a different version of the template so you can see the past 10 versions of the template so I'm just going to open up this latest version and got rid of all the other editions that I'm going to put right back in so these are guidelines that have put in and I'm just going to remove them so it's easier to view and just by double clicking them so with designer we have this variable information so I'm going to insert a variable into this text box we have inherent variable information such as the name size of the file and user defined variables such as the this has been previously defined its number item the unit price and what have you but what's nice and designer is that we can actually work with the document data as a variable so I'm going to go into this document data and I'm going to take quote modified on and as you see it appears here in this variable form I'm just going to highlight it make it bold and then here it appears as the actual information and I'm going to do the same thing here in this box and I'm going to go into this variable information and I'm gonna find a quote number and I'm going to insert that in there and as you can see whatever you do to this actual variable reflects in the final PDF that's going to be formed so here we go I made it Tallis eyes made a little bit larger in there it appears and an interesting thing with designer here if we go back into the template designer tab we can go and click on this display value so display values you can choose whether or not you want to display the document data or see it as a variable and that's just for your own making of the designer template so if we click on it it's going to show you oh so here this is the quote number that we are using as well as this is the date modified on I can expand that a little bit and so I'm just going to go back and have it display the actual values here in this same panel you can see that we can actually work at the document data right from here so I'm gonna click on document data and it's gonna bring you out this document data so this is all the XML data and with this XML data it's very easy to just either create a table and create several tech zones or we can create a single text zone with the data so I've already created a table and modified it but I'm just gonna show you how easy it is to make one so I'm going to just take this I'm going to drag this state over here and there are tables that has appeared and now I'm going to go and into this table view here we can work with the different we have the options to go through the different properties of the table the style set a condition and set the variables that are going to be in this table so I'm gonna go into the conditions a little bit later but right now I'm going to go into the style so here in style we can edit the table change it however we want I'll set this color and then I'll set the column separators to be different color as well as change the - style change the width and there you go so with this I'm going to delete this so now that have deleted this table well I have the option to retain the objects or not which is a nice feature in designer but I'm going to say no just in case you want to keep the objects that you are actually making the table out of so I'm going to continue filling out this table um here actually I'll go into this into the variable view so what I have here is I have two different tables this total software suite is one table and then up here with the item solution description etc that's a second table so in order to get this second table this total software suite table to appear I've set a condition so here if you go into condition and then just bring this up a little bit here so now what it says is in order for this table to appear this variable value needs to change so I've set the variable value to be the product ID and so if the product ID'd the product ID code switches like it changes then the table will appear and we have more options we can do a comparison variables so this gets a little bit high level but basically saying that if a value you can compare what two values and they're different or you have many different options here and if that changes then the table will appear but basically what conditions allow you to do is you can set different criteria for a table to appear or not which is very helpful and assign it so I'm just gonna go continue filling out the table and I'm gonna have this quote modified on say okay oh and then actually you know I think I want to set this as the product ID mmm here we go the code ID say okay and here for unit price I'm going to go and insert one of the user defined variables so here I've created a variable called unit price just gonna say okay and one more time as you can see it hasn't appeared in the table but if we go back into the display values option you can see there it is right there in the chart or in the table rather so I'm going to go back to the display values and now that I have pretty much all I want in terms of the table data I'm gonna go into a bit of the header and footer information so here in header and footer and this option right here I can go in change what if yours in that order so I'm going to insert a QR code and there we go it's similar if you saw if you remember the bar code from the previous training this is similar in that I'm going to put a variable that's assigned to this QR code so I'm going to attach the code ID and say okay now you can see that there's a little bit of white here that I don't really want in the final so here within the selected object I'm just gonna click fill color and that makes that this ear make it a little bit larger to actually I'll just move it here we go and then see now if you have this selected you'll still be working within header and footer just gets a little bit confusing so I'm just gonna click on that and then I'll finish this off by putting our logo on there so there we go change the size a little bit and now to finish it off here we have in the run modes the actual processes so here in the processes this is basically where this is where you decide what you want the final PDF what you want to apply to the final PDF so here we have all the different actions and in case you ever forget what one of these actions does you can click right here in the help box and it'll bring you up all the different what all the add different actions do so for this one I'm going to select the application to run the source file I'm going to be Acrobat so here we go Adobe Reader and say ok and now I'm going to run the template so just a reminder I started out with this XML and created this PDF from it this was if you have any questions feel free to you know reach out but I'm gonna hand it back to Fernando and then take over from here alright Katherine thank you go back over here and share my screen okay so everybody notice here how kidron didn't really have to provide much detail in terms of how to create the tables in text boxes in at least this example all this stuff is the way you manipulate objects in designer is similar to the way you manipulate objects in layout so whatever we learn from Mirim earlier kind of transitions over to this can plug for xml let's see now the next thing we're gonna be looking at here is there's another slide here kind of going back over to what's new with can play oh we have one more workflow to show you what we're gonna do here is we're going to continue on with the document or the file that karen was working with which was that that quote and we're gonna do something with that as well we're gonna create that PDF document and then after that documents created we're gonna send this document over to complain reviewer another newer module of complejo where any as you can go in and look over the document and if some items or some text needs to change they can change it there and then once the changes are clear then they can go ahead and approve the document for signature once the document is signed it'll be sent over to complejo archiver again our document repository online and then an email will be sent over to the end user and as you can tell here at the end we should showed you how to work with SP documents IBM I documents CRM document as well and then eventually everything Lansing blow our cover for storage after it's been signed in reviewed and sign I should say the link is sent and the end user gets that email so what I'm gonna go ahead and do now is like I said I'm gonna work on that CRM quote that kitchen was kind enough to show us how to create and what we're gonna be doing here is we're looking at the Machine of the sales rep who's gonna be creating a quote okay so we're gonna click on export XML here alright the quote has been exported so there's a there's an XML document that's being sent over to a folder compose supervisor is monitoring that folder we get this email again with metadata of the file and we're gonna click on the actual link there and this link is going to send this over to the again the reviewer the contour the rear part of complain you can see on the left side you've got all the fields that have been populated pre-populated by that templates and you need to change if you needed to change anything you can go ahead and do that there so we're gonna go down and just kind of take a look at the document notice how the signature is blank there and what we're gonna do is we're going to add a specific PDF file this this PDF file actually contains a proposal terms and conditions so we're gonna add that to the proposal click on close here and then we can go over to the signature section here just like we showed you earlier you can create a new signature you can draw it you can import that you can type it in and then select the file at the bottom let's click on create there then we go ahead and accept or approve this document and again just like everything else our distribution process is via email we're gonna click on the link in there at the bottom you can see that the document has been signed let's go down a little bit and here you have those terms and conditions that were added by the person reviewing our document all right so now if we do a right-click on this document can look at its properties and just verify where this document came from you can see it's been filled by can player for traceability so it will not lose the authenticity once it leaves your ERP so this document is outside of ERP but if somebody should capture it or grab it we know where the document actually came from okay so folks that is really all we've got we've shown you we show you some some trainings we also showed you what's new with in play oh and what I'm gonna do now is I'm gonna pass it over to Andy but prior to that I'm going to show you actually I'm going to recommend that if you do want a copy of this recording or this recorded training police send us an email at sales at Center XCOM again that sales that's intercom let us know what your interest was and then we'll go ahead and show you what you can grab that training so Andy please go ahead and take it away keep Fernando and thank you to Steve Miriam and kidron for leading us through the training and also thank you to everybody who joined us today as Fernanda was saying you can contact us at Salem tracks comm for more information including a request for this recording we also wanted to include a little bit of information about our subscription service if you haven't looked into this yet it comes with several benefits including full version upgrades included three hours of consulting services per quarter and complimentary license transfer please reach out to us if you want to know more about that you can find more information about subscription service and other aspects of our service at solutions offerings on syntax comm our website and you can feel free to chat with us there using our chat box and then finally we have the numbers for our Boston and Los Angeles US offices if you want to reach out to us during business hours all right thanks again to everybody and we hope to hear from you soon we're going to be hopefully having more of these training sessions in the future so please look out for us a social media Twitter Linkedin and YouTube all right thank you have a great day