Working with Documents

Introduction and purpose

This article outlines the processes and features for document management within the Eldison platform.

Generating documents

Overview

Documents are created when a process is saved to draft state and regenerated automatically after edits, during publishing, and manually when needed. They are generated from DOCX templates containing placeholders that are replaced with corresponding values (e.g., participant.name becomes "John Doe").

Highlighting missing placeholders

The platform highlights missing placeholder values in yellow within documents. A warning sign appears in the process detail listing all missing placeholders, and a confirmation dialog prompts operators to review and fill in missing information before publishing.

Regenerating documents

Operators can regenerate documents from the process detail view without editing the entire process. An "Update" option is available in the context menu for documents with placeholders in draft state, saving time and minimizing errors.

Signing process

Overview

Documents requiring signatures are managed via the DocuSign service. After publishing, emails are sent to signing parties with unique DocuSign links. Once finalized with signatures, documents display on the Eldison platform.

Key points

• Multiple signers: Most documents require multiple signers (company representatives and participants). Company signers typically sign first, followed by the participant, though this can be customized.
• Deadline: The default signing deadline is 30 days.

Resending documents for signature

The platform includes an option to resend documents for signature, sending two types of notifications: an explanatory email from Eldison and a resend command from DocuSign. This helps when participants forget to sign or lose the original email link.

Summary

These features aim to make document management tasks more efficient and error-free.