Replies posted by kenmorris

4 Replies

kenmorris
kenmorrisRegular Participant

Make PDF available to restricted view members!!!Submitted

Thanks Raphael!Ken

9
kenmorris
3 years ago
kenmorris
kenmorrisRegular Participant

Make PDF available to restricted view members!!!Submitted

Since they can only see their cards they can only push the PDF button on their cards and can only populate the PDF with data from their cards.  By not allowing them to have PDF you are not protecting any information that they don’t already have access too!  It’s just causing them not to be able to display it on a PDF!!!

9
kenmorris
3 years ago
kenmorris
kenmorrisRegular Participant

Make PDF available to restricted view members!!!Submitted

Hi RaphaelI’m not aware of any field data that our restricted view members are blocked from seeing??And wouldn’t this just be the same data that we can use to populate a PDF??Maybe I’m missing something but can you give me an example? Ken

9
kenmorris
3 years ago
kenmorris
kenmorrisRegular Participant

Make PDF available to restricted view members!!!Submitted

Hi RaphaelAt a certain phase in our process we need our restricted view sales reps to be able to pull up a PDF (populated with Pipefy field information from previous phases) of our sales agreement to have customer review and sign (they are in person in front of customer).  If PDF was available to them then they could simply do on their phones/ tablets.Since PDF is not available to them right now we are required to integrate (using Zapier etc) with a third party signature apps (like SignNow, Esignatures...) that require the contract to be emailed or texted to clients to sign.  It makes it complicated, requires that client have a smart phone with them, demands network connectivity, and doesn’t work as efficiently. As admin I have access to PDF so I’m not sure why restricted view reps don’t have access (what is Pipefy’s reason for not allowing them access to PDF feature?)Ken

9
kenmorris
3 years ago

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