IRIS CRM provides a central place for saving your eSignature or other generic PDF applications. Once an application has been mapped to the Lead your sales reps will be able to easily generate PDF applications which are automatically filled in with the Lead's information.
Creating a New Lead Application
To create a new application go to Manage > Administration > E-Signature > Import PDFs and click the Add New Application button:
In the pop-up dialog that appears, select your application Category and the Application Type (Generic or eSignature). Enter the Display Title, Document Name, and select the Label which will be applied to all generated documents.
Finally, upload your PDF file and click Save:
If you are creating an eSignature Application, you will need to select additional options for sending the application to your lead. These include:
- The email template used for sending the application
- The signed template
- The label to be applied to the e-Signed documents
- The Confirmation Page which will be shown to the recipient after signing the document
- The Help Banner to be shown on the e-Signature page (optional)
Here is a screenshot of the additional eSignature Options:
Once your application is saved, it will appear on the list of current applications and you can manage the application further from there:
The Manage Lead Applications page also allows you to create application categories on the fly. To add a new category click on the Add New Category button, enter the name of the new category and click Add:
Your new category will now appear in the Category drop-down on the Add New Application dialog, and can be applied to any of the uploaded applications:
On the Manage Lead Applications page you'll also find the Manage Categories button which allows you to edit existing category names or delete a category if it's no longer needed:
Managing Existing Lead Applications
In order to manage your existing Lead applications several actions are available, as shown in the image below:
Deleting an Application
To delete an application click Delete. A confirmation message will appear and if you click OK the application will be deleted:
Viewing the Application History
To view the Application History, click the History button and the Application History pop-up will appear:
Within the pop-up, you can use the Search box to look for specific users or events. You may also navigate to additional pages to view older information.
Setting Application Permissions
While your application is in the process of being configured, you may assign it to a specific user or users by clicking the Permissions button. A pop-up dialog opens which allows you to select and assign users will:
While the application is assigned to one or more users, the other unassigned users will not be able to use the application from the Lead form. Once the application has been configured, you can remove the assigned users by clicking the Delete icon to the right of the user's name:
Once all the users have been unassigned, the application will once again become visible to all users.
Manage Application Mappings
To manage the application mappings click on the Mappings button. A pop-up will appear which shows the number of fields that have been mapped in the current application as well as a direct link to the mappings page:
For more information on how to map your applications please see our Manage Forms article.
If you've already mapped a similar PDF application on your site, you can use the Application Mappings pop-up to copy the mappings into your current application. Simply select the application from which you're copying the mappings and click Copy:
If you also check the Clear previous mappings check-box your previous mappings will be cleared. Otherwise, the new mappings will be added to the existing mappings and saved.
Uploading and Downloading the PDF Application
Use the Upload and Download buttons to upload new updated versions of the PDF application, or to download the current version in order to preview or make changes in it.
Edit the Application Settings
To edit the application settings click on the Edit button. The Edit Application Information will appear where you can modify the application settings as needed. When finished, click Save and your application settings will be updated:
To change the order in which your applications are shown on the Manage Lead Applications page simply drag and drop an application into its new position on the page.