Signing #22

New Issue

ryan · 2025-01-05T11:20:40-05:00

ryan commented

2025-01-05 11:20:40 -05:00

Create web form for each document. Link it to the company created and updatable text by the admin. Use signature_pad JS library to create signature and store data in database with document for client, case workers signatures. Allow case workers to create stored signature in their account. That signature is automatically applied to each document that is created.

When client signs document that document should be linked to the member so that if the case transfers to another case worker within the same company, documents do not need to be signed again.

When adding a case, documents should be selectable when adding members to the case so that the admin or case manager can make sure that all required members sign the documents. Signature notifications should be present notifying the case worker that documents have or have not been signed. Three icons...red X for none signed, yellow ! for some signed, green check for all signed.

Create web form for each document. Link it to the company created and updatable text by the admin. Use signature_pad JS library to create signature and store data in database with document for client, case workers signatures. Allow case workers to create stored signature in their account. That signature is automatically applied to each document that is created. When client signs document that document should be linked to the member so that if the case transfers to another case worker within the same company, documents do not need to be signed again. When adding a case, documents should be selectable when adding members to the case so that the admin or case manager can make sure that all required members sign the documents. Signature notifications should be present notifying the case worker that documents have or have not been signed. Three icons...red X for none signed, yellow ! for some signed, green check for all signed.

ryan added the

V1.0

label 2025-01-05 11:20:40 -05:00

ryan self-assigned this 2025-01-05 11:20:40 -05:00

ryan added this to the V1.0 project 2025-01-05 11:20:40 -05:00

ryan commented

2025-01-23 10:26:05 -05:00

Users can save their signature's on their profile page.

Documents are being read and if a signature is required, can be added. Right now the page is not saving as I need to save with all HTML elements so that display later will show the correct information. Will also need to change the links for signing the page to showing just displaying the page if it is already signed.

Simplified the documents so they don't store at the case now, but at the Company, then Member level. So when and admin adds members they can select documents that the member would be required to sign. Those documents can then be brought up by the case workers for the member to sign digitally.

Users can save their signature's on their profile page. Documents are being read and if a signature is required, can be added. Right now the page is not saving as I need to save with all HTML elements so that display later will show the correct information. Will also need to change the links for signing the page to showing just displaying the page if it is already signed. Simplified the documents so they don't store at the case now, but at the Company, then Member level. So when and admin adds members they can select documents that the member would be required to sign. Those documents can then be brought up by the case workers for the member to sign digitally.

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Reference: ryan/cmtracker#22