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  1. PUBLIC - Liferay Portal Community Edition
  2. LPS-131231

As a Sender, I want to be able to view a list of all sent envelopes and view envelope details so that I can keep track of my transactions and check the status.

    Details

      Description

      Context:

      Based on feedback from sales engineers, sales and GS client engagements, there is a business need to integrate with digital signature tools.  Research concluded that DocuSign was the the most commonly used digital signature provider. 

      Solutions COE aims at providing a way for customers to easily integrate with DocuSign using Liferay.  What started off as a POC from GS has turned into a greater need to add this to a Solutions Library, where GS can utilize the integration with clients and Liferay Product Management can consider adding this implementation to their product roadmap.  

      Design deliverable

      Figma Mockups

      Acceptance Criteria:

      1. Senders should be able to view a list of all sent envelopes under each Liferay site in which they belong.
         
        1. In the Control Panel, if the Sender belongs to more than one site, they should be able to navigate to the different sites and view the list of sent envelopes under each site.
        2. Default list view should be sorted by Create Date in descending order (most recent date to latest date) 
        3. If there are greater than 10 envelopes listed, default pagination should apply.
          1. Senders should be able to navigate between pages to view additional envelopes listed.
          2. Senders should be able to adjust the number of list items to display per page using the default options.
          3. Senders should be able to see which page they are on when viewing the list.
      2. Senders should see that the list contains the following columns:
        1. Envelope Name
          1. This is the Envelope name entered by the sender.
        1. Email Subject
          1. This is the subject that was entered by the sender.
        1. Sender
          1. This is the email address of the Sender that sent the envelope to the recipient(s).
        2. Recipients
          1. The recipient's Email Address that was entered by the sender.
          2. If there is more than one recipient, list the first recipient that was added and other recipients will be represented by a visual indicator:
        3. Status
          1. This is the status returned from the Provider (e.g. Sent, Signed, Complete, Void)
        4. Create Date
          1. This is the date that the envelope was sent to the recipient(s)
      1. Senders should be able to search by the following criteria:
        1. Envelope ID
          1. Though this is not a column in the UI, senders should be able to search by this unique identifier that is passed from DocuSign.
        2. Email Subject
        3. Sender's Email Address
        4. Recipient Email Address(es)
        5. Status
        6. Create Date
      2. Senders should be able to click to view envelope details.
        1. Envelope details should be read-only and contain the following information:
          1. Envelope Name
          2. Status
          3. Envelope ID
          4. Email Subject
          5. Sender's Email Address
          6. Recipient Email Address(es)
          7. Email Message
          8. Create Date
          9. Note:  Downloading the document will be covered under a separate user story/feature.
        2. Senders should see a preview of the original sent document(s).
          1. Original document should contain the label, "Original Document"
          2. If there is more than one page to the document, a pagination indicator will be present in the preview.

      Definition of Done (DoD):

      • All Acceptance Criteria were passed;
      • Make sure that the expected automated tests were created (unit / integration / functional) and passed successfully;
      • Code with peer review completed;
      • Validated by QA, Product Designer and/or PM;
      • No critical bug related to Story scope (ex.: similar of FP4, FP5);
      • Make sure that all system documentation were updated (if necessary)
      • Make sure that it has the extensions points needed to allow GS and customers to customize the feature (If applicable)

       

        Attachments

          Issue Links

          1.
          Validate connection LPS-131701 Technical Task Closed SE Support 07/May/21
          2.
          Write backend call LPS-131702 Technical Task Closed SE Support 07/May/21
          3.
          Prepping UI LPS-131703 Technical Task Closed SE Support 07/May/21
          4.
          Wire UI to backend and Others LPS-131704 Technical Task Closed SE Support 14/May/21
          5.
          Test foundation LPS-131705 Technical Task Closed SE Support 21/May/21
          6.
          Actual tests and Backup time LPS-131712 Technical Task Closed Jose Abelenda 28/May/21
          7.
          Documentation LPS-131713 Technical Task Closed SE Support 28/May/21
          8.
          Create React Component to List Envelopes LPS-132912 Technical Task Closed Keven Leone  
          9.
          Create unit test LPS-133022 Technical Task Closed Keven Leone  
          10.
          Create React Component to Open Envelope Detail LPS-133206 Technical Task Closed Keven Leone  
          11.
          Search - missed requirement LPS-133881 Technical Task Closed Victor Trajano  
          12.
          Implement filter and order LPS-133948 Technical Task Closed Jose Abelenda  
          13.
          Alpha Test for Viewing Envelope List & Envelope Details LPS-134100 Technical Task Closed Leide Mangueira  
          14.
          Final Review for Viewing Envelope List & Envelope Details LPS-134101 Technical Task Closed Monica Posin  
          15.
          Add more Backend Test LPS-134163 Technical Task Closed Nicolas Moura  
          16.
          Add back button LPS-134180 Technical Task Closed Keven Leone  
          17.
          Implement DeleteAction for Poshi Tests LPS-134371 Technical Task Closed Nicolas Moura  
          18.
          [QA] Manual validation - Round 1 LPS-134378 Technical Testing Closed Paulo Caselli  
          19.
          Add the "Original Document" watermark in the top center to all files that can be previewed when users view the Envelope Details LPS-134452 Technical Task Closed Mateus Domingos  
          20.
          [QA] Manual validation - Round 2 LPS-134541 Technical Testing Closed Paulo Caselli  
          21.
          Move the permission check to DSEnvelopeManagerImpl LPS-134548 Technical Task Closed Nicolas Moura  
          22.
          Envelope details should contain the Create Date LPS-134671 Technical Task Closed Mateus Domingos  

            Activity

              People

              Assignee:
              monica.posin Monica Posin
              Reporter:
              monica.posin Monica Posin
              Engineering Assignee:
              SE Support
              Recent user:
              Rafaela Nascimento
              Participants of an Issue:
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                Dates

                Created:
                Updated:
                Resolved:

                  Packages

                  Version Package
                  7.4.2 CE GA3 DXP 7,4
                  Master