How Signed Document Data is Stored in Document Records in Journeys
When a user signs a document, the document is stored in Document Records. The details of the attributes populated in Document Records is shown in this table:
Attribute | In Document Records | Example | Comments |
---|---|---|---|
Document Type | Selected in Journey Task | Employment agreement | As set up in Document Types FSM task. |
Document Code |
Auto-generated as a concatenation of:
|
Read and sign the document_2023-09-16 -17- 33-11 | This will be unique for each document. |
Document Name | Journey task name | Read and sign the document |
If the title is longer than the character limit, then the name is truncated accordingly. |
From Date |
Date when this task was marked as complete |
16-Sep-2023 |
Provides the ability to track when the document record was created. |