Document Coding Workflow: End-to-End Process

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

1. Add all required form fields to your PDF
2. 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

1. Upload document into OCC
2. Generate a test document
3. Verify that all fields populate correctly

If adjustments are needed:

1. Use the Magic Wand tool to reposition fields

👉 Refer to: Magic Wand Article

Step 3: Add Signature Fields

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

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

Step 4: Test the Signing Flow

1. Upload updated document
2. Open a test job in the estimator
3. 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

1. Upload final version of the document
2. Assign it to the correct proposal or agreement
3. Confirm it works in a real scenario

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

💡 Notes:

• 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
• 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.