How a document can be 'completed' by a customer, is controlled at the individual document level using fulfilment options
Fulfilment Options
There are 4 types of fulfilment options available to you as a host when configuring your document template. These include:
Upload Required
Multiple files can be added by you/the customer. Expiry date can be configured as part of this fulfilment option.
Upload Optional
Useful if a second file/s needs to be added that could be optional, and isn't critical to the approval of the overall document
Primary Question
Choose from your existing question list (app.spacetoco.com/dashboard/host/questions). This functions in exactly the same way as the checkout, and will include secondary questions if they are nested under the primary question.
Acknowledgement
Allowing the customer to acknowledge a simple statement
Signature
Allowing them to sign overall, or acknowledge a statement with their signature
For all fulfilment options, you can either request these from the customer or manually fulfil these yourself as the host. Either way, the customer will have full access to the documents attached to their account.
Further configuration
In addition to the above, 'Sample Files' can be provided (for Upload Required, Acknowledge & Signature) to the customer in the form of either a public URL, or a file upload.
