Document Coding Workflow: End-to-End Process

Article Introduction

Creating a functional document in One Click Contractor requires combining auto-fill fields, signature fields, and proper testing.

This article outlines the recommended workflow to ensure documents are built correctly and function as expected before being used with customers.

Step 1: Create Auto-Fill Fields

• Add all required form fields to your PDF
• Use correct field names (CustomerName, SalesrepName, etc.)

👉 Refer to: Coding a Document Part 2: Creating Auto-Fill Fields

Step 2: Upload and Test Field Placement

• Upload document into OCC
• Generate a test document
• Verify that all fields populate correctly

If adjustments are needed:

• Use the Magic Wand tool to reposition fields

👉 Refer to: Magic Wand Article

Step 3: Add Signature Fields

• Open the document in Scribble
• Add fields for signatures, initials, names, and dates
• Assign correct roles (signera, signerb, signerc)
• Set required fields where needed

👉 Refer to: Coding a Document Part 3: Adding Signature Fields

Step 4: Test the Signing Flow

• Upload updated document
• Open a test job in the estimator
• Enter signing mode

Verify:

• Fields appear for the correct signer
• Required fields prevent submission when incomplete
• All inputs behave as expected

Step 5: Finalize and Deploy

• Upload final version of the document
• Assign it to the correct proposal or agreement
• Confirm it works in a real scenario

Best Practices

• Always test before using documents with customers
• Keep field naming consistent and accurate
• Ensure roles (A, B, C) are correctly assigned
• Avoid making layout changes after coding begins

Common Mistakes to Avoid

• Skipping testing before deployment
• Incorrect field names (auto-fill won’t work)
• Assigning fields to the wrong signer
• Forgetting required fields

Important Notes

Documents must be finalized before coding begins.

Auto-fill and signature fields must both be present for full functionality.

If issues occur, review each step in the workflow before making changes.