Many ProntoForms users in the field are leveraging external documents in PDF format (blueprints, asset diagrams, etc.) while capturing your business-critical information. This external document often requires notes, sketches, signatures and more to be added to your records in order to fully capture site information. I am very happy to say that this week ProntoForms has released our Document Editor functionality.
Here's why we made this:
#1: This new feature allows you to upload a PDF document as a Document Editor Question Type for you and field team members to annotate and/or capture signatures on it. This ensures consistent documentation throughout the lifecycle of a submission for the entire team. Additionally, the Document Editor allows mobile users to upload PDF's for annotation from their own device, which can be included in the submission.
#2: The Document Editor functions directly in the ProntoForms App which eliminates any third-party Apps or tools for editing, leading to increased efficiency in the field.
#3: With the annotated PDF attached to your form submission, all data is contained in one tidy that is sent directly to your system of record.
Click here to see exactly how to implement this feature on your forms!
Here are a couple of quick Use Cases as outlined by our Product Team:
Use Case 1: Blueprint Annotation (PDF added by citizen developer)
A contractor meets with a client for an on-site job evaluation and quote. The contractor opens their form to gather information about the job, such as cost estimates and additional client requests.
With a Document Editor question, the contractor opens a PDF from the form (which was added by the citizen developer) with a floor plan of the job site. They mark up the floor plan to show the client where new power sockets will be installed.
The contractor saves their annotations and completes the rest of the form. If they need to make changes to the file, the contractor can open the PDF again with their previous notes intact.
After the contractor submits the form, a ProntoForms Admin user can view and download the annotated PDF file on the Form Submissions page.
Use Case 2: Signed PDFs (Field Technician adds the PDF document to the form)
The Document Editor allows field users to review the PDF document as it was intended, and sign off without having to navigate away from ProntoForms. For instance, here the field technician is on the site with a customer. The field technician has a paper document which the customer signs the field technician then uploads the scanned image as a PDF file to the form. Or if the field technician has the document saved as a PDF file on their mobile device then they can capture the customer's signature on it and upload it to the form.
Who has their own use case to add to our list?
This is an awesome feature! Can you please increase the size limit? I will need more than that to optimize some Forms.
Is it possible to restrict the tools when editing? Some people use the free style pencil and it's hard to understand the handwriting, is it possible to disable specific tools when editing?
Hi Cesar this is a great question. Currently the only way for us to remove the option is to remove it for all users. Otherwise we would need to make the tool configurable so you would be able to pick and choose which options are available for your team. I really appreciate the question, as the community is a great place to find out if other users are having the same problem. In the end it boils down to the quality of hand writing and perhaps whether the individual is using a stylus. But even with the use of a stylus, legibility can be difficult.
Thinking about this more and removing the free style pencil would also remove the ability for the user to draw on top of the PDF which would definitely be limiting for a number of customers.
I will bring this back to the team to discuss further though. Please let us know if you encounter any other concerns as we appreciate the feedback!
------------------------------Craig MacMasterSenior User Experience DesignerProntoForms------------------------------
------------------------------Matt MacIntyreCustomer Success ManagerProntoForms------------------------------
Thank you, this is great!
Interesting idea! I could see how that would make the process more efficient, but at this time our system can't do this nor do I think it is something we would consider in the near/med term.
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