Document Management,

PDF, Signature

iPad App

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Abstract

This case study demonstrates Space-O’s exposure and experience of creating a Document Management, PDF, Signature iPad App.

Client Profile

The client was one of the largest Group Training Organizations from Australia. Primarily, they offer apprenticeships, training, workforce development and sustainability services.

client-profile

Business Need

Business need was to develop a Document Management, PDF, Signature iPad App that can allow its users to open a document, enter data into it, generate a PDF out of the submitted data and send it to an email address.

Since majority of the users are consuming tablets, it was essential to make the App available for a tablet, especially iPad.

need

Solution

Space-O’s team of Business App Developers started out with a higher level analysis of the business need followed by detailed functional analysis and came up with the following solution:

There are primarily two types of users that will access the app. End users and Administrators.

solution

The end users will be able to do the following using the app:

  • Access a document template and enter data into it.
  • Submit the document to server where a PDF will be generated and sent to an email address.
  • Document changes will be tracked by adding a timestamp. Also, whenever the document is sent via email, a timestamp will be saved.
  • Ability to save the document in “Draft” mode- so that users can finish the document in more than one session.
  • Ability for users to view the list of all the documents saved in “Draft” mode. Also, users can copy the draft or delete a draft record if they want to do so.

The system administrators will be able to do the following using the app:

  • Administrators can create or delete one or more document templates.
  • Administrators can define a file structure and name it to their needs.
  • The functional analysis required a facility to load a CSV file that was generated by a third party CRM software into the app. Administrators can load the CSV file seamlessly and access specific fields such as client addresses and so on.
  • Administrators can notify the end users about the changes they make in the document template by adding news content in the news area. It is called the “News Tab” in the application.

Technology & Frameworks used

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Benefits

The client got the document management app developed which exceeded their expectation. Users of the Apps are able to fill the forms over iPad, generate PDF, and send emails. Administrators of the Apps are able to manage the templates, import third party CSV data and inform users of any changes they make in the document. The Australian client got their business goal achieved.

benefits

 Conclusion

Business Application Developer team at Space-O not only developed the application and served the client needs but also gathered business knowledge that enabled them to create another app for another client in much lesser time. The reason was simple – they have the business knowledge. The code was reusable and the generic libraries that they build while doing R&D were the weapons they could leverage.

conclusion

If you have a similar business need, contacting us would be worth the effort. Similar experience will enable our teams not only deliver the app timely but also to prevent the bugs are generally found at the time of testing if such an app is being developed for the first time.

Business knowledge, reusable code libraries and fanaticism towards getting better than what we do enable Space-O to serve their client better. Now, we don’t say that. Our clients say so. Have a look at some of the client testimonials if you have any doubts :).

Jenn-pocket-100x100


‘ I am extremely happy that I went with Atit and his team. I was a little weary at first since his team did not have encryption experience, so when I followed up with him after not hearing from him for two days, he had apologized and informed me his team was testing out the encryption before responding to my inquiries. I was fairly impressed. Throughout the project, Atit has been very responsive and e-mailing me back every night if not every other night. It was due to my inexperience that the project finished on time. If I had known the importance of flowcharts and providing every single screen step by step, I believe Atit's team could've finished the project within two to three weeks (I had projected 4-5 weeks). If you'd like to view what his team has done, feel free to check out "Pocket Wallet". Thank you so much Atit! ’ Jenn