Canvas

Release Notes: Unique Numbering of Submissions, Custom Sender Email Address and More….

By Joe Baldwin on March 31, 2012
Tags: GoCanvas Release Notes, GoCanvas Product News

Unique Numbering of Submissions:

We have added the ability for you to number your submissions both on the account and app level

(PDF header example)

Configuring unique submission numbering across all users and applications:

  • Logon to your account and click “My Account” in the top right corner
  • Click “Customize” on the left of your “My Account” page
  • Click “Edit” to the right of “Submission Numbering” 

  • Click in the check box “Enable Unique Numbering”
  • You will now see the options for setting up your unique numbering

 

Label: this can be any label you wish to give your numbering which you will see is defaulted to "No."

Submission Number Length: this is where you can set the padding for leading zeros. You will see the example given of 5 which will start your numbering at 00001. *Note – the maximum length is 8

Year, Month and Day Prefix: you can select one or all of these options to be added to the beginning of your numbering scheme

Other Prefix: you can add your own prefix by its self or in conjunction with the options mentioned above.

Suffix: you can add any suffix you would like to see at the end of your numbering scheme.

Include in Email: we have given you the option to add your unique numbering scheme to the subject line and body of the email  as well as file name of the GoCanvas generated PDF.

At the bottom of the screen you will see “Next Submission Number” and the option to reset the submission number. When you click in the check box you will be given the option to select a number that you would like the submission numbering to start over at. This is handy if you are testing out this functionality and would like to try multiple options before fully going live with your numbering scheme.

Once you have set the parameters for your unique numbering click “Update” at the bottom of the screen.

If you wish to set up Unique Numbering on the App level:

  • Once logged into your account on the “My Apps” page you will click the “More” dropdown to the right of the App you wish to set up numbering for and select “Submission Numbering”
  • As mentioned above you will need to check the box “Enable Unique Numbering”
  • You will now see all of the options mentioned above as well as “Unique Numbering Scope”

Unique Numbering Scope gives you two options: “Each User” and “Current GoCanvas App”.

For the Each User option you will have a unique number from each submission from each user.

Example: once set up if you have Bob, Tom and Sally all completing submissions for this app they will each start off at 1 and progress every time they complete a submission.

For Current GoCanvas App you will have the numbering increment for each submission.

Example: if Bob is the first to complete a submission he will be 1, Sally completes the next submission and that will be 2. Then Tom completes a submission which will be 3.

Once you have your numbering configured click update and your next submission will include your numbering scheme.

*Note – there is no need to “Refresh Apps” on your device. Once you update the numbering you are set to go.

 

Custom Sender Email Address:

Now when emailing your GoCanvas generated PDF you can select a “From” email address from any users email in your account instead of having them come from donotreply@gocanvas.com.

This can be done on both the Account level so all emailed submissions across all apps will come from the selected address or on the App level so you can set separate addresses for each app.

To set for all submissions across all Apps:

  • Login to your account and click “My Account” in the top right corner
  • Click “Customize” on the left of your “My Account” page
  • The first option you will see is “Custom Sender Email Address” click “Edit” to the right of this option
  • You will now see a drop down that contains all email addresses associated with your account
  • Select the address you wish to use and click “Save”

Now all emailed submissions from any App in your account will come “From” the selected address.

To set up on the App level:

  • When logged into your account and on the “My Apps” page click the “More” dropdown to the right of the app you wish to set up the custom address for and select “PDF Options”
  • Click “Edit” to the right of the option for “Custom Sender Email Address”
  • Just like on the Account level you will see a drop down containing all email addresses associated with your account
  • Select the address you wish to use and click “Save”

Now the next emailed submission from that app will come “From” the selected address

*Note – if you set the custom email on the Account level and then set a different address for one of your Apps the App address will be used instead of the account level address selected for that specific App’s submissions. Also, there is no need to “Refresh Apps” on the device.

Bulk Deletion of Submissions:

We have added the ability for you to delete more than one submission at a time.

  • When logged into your account and viewing the submissions for a particular App you will see check boxes to the left of each submission as well as a “check all” box in the header
  • Simply select any submissions you wish to delete and click “Delete”

*Note – once a submission is deleted you will no longer have access to the data from the submission. So make sure you really don’t need that submission before deciding to delete!

Sales Associates now have the ability to copy Apps from their account to accounts that they manage:

If you are a Sales Associate and wish to copy an App to an account you manage:

  • Once logged into your account and you are on the “My Apps” page click the “More dropdown to the right of the App you wish to provide a copy of
  • Click “Copy/Move”

  • You will now see a list of users from the accounts you currently manage
  • Select the users you wish to copy the App to

At the bottom of the page you will see a few extra options:

  • “Remove Original” which will remove the app from your account
  • “Publish” which will copy the App and it will already be Published to them
  • You can also re-name the App if needed

Once you have selected the accounts you wish to place a copy of the in click “Copy”.

 

We have added the ability for you to receive an automated emailed CSV of your submission data:

To set up:

  • Login to your account and click on the “Submissions” tab
  • Click “Export” to the right of the App you wish to use
  • Click “Schedule Options”

You will now be presented with options for when to send the email, the start date for sending the email and the range that you wish to be emailed.

Once you have made your selections click schedule and you will receive a zipped CSV copy of the submission data for that App on the scheduled start date.

Contact Us

If you have any issues or need assistance setting up this or any of our features please don't hesitate to contact us.

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