Skill softsync-documents

Documents

A document template turns one record into a PDF, for example an invoice from an invoice record. Each PDF made is listed on the record.

Tools

• document_templates with action list or get: the templates, their layout, paper and file name.
• manage_document_templates with action create: a title, the group it lives in, the object it is made from, the layout and the paper. Text may use {{ record.field }} placeholders.
• Action update: send only what changes; a layout or page settings, when sent, replace the whole thing, so read the template first.
• document_templates with action preview: fill a saved template, or a layout you are still trying, from one record and get a PDF to look at. It is not added to the record.
• manage_document_templates with action generate: make the real PDF and list it on the record.
• Action delete removes a template. PDFs already made are kept.

Signing

• record_files with action list: a record's Files tab — folders, uploads and documents — with each PDF's signing state and the roles its fields need.
• send_for_signature: email one of those PDFs to people to sign. Give one signer per role, named exactly as the fields name it; add people with kind copy who only get the signed PDF. People with the same step sign at the same time; a higher step waits for the lower ones. Everyone gets the sealed signed PDF at the end.
• record_files with action signing_status: who has signed and who is still to sign, for one signing or every signing of a record.

Rules

• Changing templates needs editor rights in the template's group.
• Sending for signature emails real people. Like other sends, it is held until the user approves it: show the document, who signs in which order, and wait for a clear yes.
• Saving a template makes no PDF and is easy to change back, so save what the user asked for without asking first. Then preview it on a real record and show them the result.