SoftSlate Cloud Platform Improvements,10/4/23

• In a nutshell, the feature allows you to create a form and send it to an individual for them to fill out. You may optionally require them to sign the agreement or type their name to confirm their identity.
• A permanent URL is created for the agreement, which represents the electronic document.
• The system stores the agreement for you making it searchable, filterable, and reportable; and sends a PDF copy to both you and the respondent.
• If you use SCP's e-commerce functionality, you may associate an agreement with a product. Each customer who buys the product must fill out the agreement during checkout before they can complete their order.
• All agreements are verified with a checksum to demonstrate they are consistent from the moment they are submitted by the respondent. The system keeps track of additional audit trail information for each agreement to assist with UETA and E-SIGN compliance.
• You can manage the forms used for each agreement, including adding and editing the terms that are being agreed to, and adding any number of fields, such as name, signature, phone number, etc.

 

At the heart of the Administrator application are the grid screens that are available for every domain object in the system. Our new document takes you through the various tools and features of these screens to make sure you're using them to the best effect:  https://cloud.softslate.com/content/Administrator_Grid_Screens. The document includes details on how to use the following tools:

• Keyword Search Function
• Filters Function
• Displayed Columns
• Sorting and Pagination
• Exports and Imports
• Saving Grid Screens As Reports

 

You can upload any number of images for each product in the system, and they are displayed inside an attractive lightbox/gallery for customers. In addition you can add YouTube videos to the same lightbox. To make management of images easier, automatic resizing of large images is supported. For full details on all this, please visit: https://cloud.softslate.com/content/Product_Images_and_Videos

 

 

One of the most powerful cross-cutting features of SCP is the ability to create custom reports. Any domain object in the system can be the subject of a report, and you can schedule each report to be emailed on a regular basis to anyone you like. This document goes into some more detail on how to make the best use of reports: https://cloud.softslate.com/content/Reports_Feature