OpenESignForms / openesignforms

Open eSignForms is the first open source SaaS web contracting platform
https://open.esignforms.com
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File uploader requires all parties after the upload to view/download them - can make optional? #89

Closed GoogleCodeExporter closed 9 years ago

GoogleCodeExporter commented 9 years ago
Create a document with a file uploader and at least two parties, with the first 
party uploading a file.

When the second party retrieves the document, the second party is required to 
click to view/download the attachment.

Is it possible to set up the second party so they don't have to click on the 
files?

Original issue reported on code.google.com by yoz...@gmail.com on 13 Mar 2013 at 12:11

GoogleCodeExporter commented 9 years ago
This is a current limitation because the file uploader field is just like all 
other fields (name, street address, etc.) in that parties who have "edit" 
permission are allowed to upload/delete files, while all others can just view 
them.  Of course, all the other fields are seen by the subsequent party 
naturally, while the uploaded files cannot be done this way without clicking on 
the link.

The file upload field can be required or optional, but this only applies to 
parties who can "edit" the field (upload/delete files).

So we support the file upload field as "can party upload or not" and then 
"required or not".  The default for subsequent parties is "party must view".

To accomplish this enhancement we'll need to allow a file upload field to be 
set on a per-party basis not just whether they can edit or not, but whether 
they MUST view, MAY view or perhaps even MAY NOT VIEW.

Original comment by yoz...@gmail.com on 13 Mar 2013 at 12:15

GoogleCodeExporter commented 9 years ago

Original comment by yoz...@gmail.com on 13 Mar 2013 at 9:24

GoogleCodeExporter commented 9 years ago
Added in release 13.5.5.

New custom logic in the document or the package that allows you to specify that 
a given File field's uploaded files are optional or blocked (prohibited) for a 
specified party. The default is that all uploaded files must be viewed by all 
parties to continue (indicating they saw all of the data/fields in a document), 
so this allows that to be made optional or blocked when needed.

Original comment by yoz...@gmail.com on 2 May 2013 at 7:21