Document Corrected Rendering – Mobile App v 3.88.1

/in

We’re thrilled to announce our latest update to Documents and Contracts on the Mobile App – proper rendering of complex PDF templates within docs and contracts. If you are using a document template on the mobile app with a lot of input fields on an uploaded PDF doc, the document wouldn’t render correctly when sent out. This would lead to input fields mismatch when compared to the actual document fields. This has now been resolved with an update document rendering mechanism. This update is available on Clixio, LeadConnector, and White-labelled (update needs to be requested) mobile apps.

👷‍♂️

How It Works

  1. Launch your preferred mobile app and open your preferred subaccount.
  2. Head over to Documents and Contracts, accessible from the lefthand navigation drawer.
  3. Start creating a document using a template that has a complex PDF and various input fields.
  4. Fill out all the relevant details.
  5. When you preview the document, all the input fields will be perfectly aligned with their associated document fields.
  6. You can then send the document to your contact(s).
  7. The sent document will also render correctly, thus eliminating any confusion in the document filling process.

Incorrect document renders would generally lead to a lot of confusion while filling out the input fields. This fix results in a more seamless document completion approach.

  • Clixio v3.88.1 and above
  • LeadConnector v3.88.1 and above
  • Whitelabelled apps (update needs to be requested)