Customize Document Collection

Log in to DC Supervisor App

Go to Settings > Profiles > Select Profile Name

Click the iconand look for the "ACTION_RESOURCES" > "ACTION_REQUEST": {}

Add one or more Object of each new action.

Add as many actions as you can to collect ID, documents, or forms to sign.

Add "," between objects added into the resources or actions array

Save it!

"ACTION_RESOURCES": {
    "ACTION_REQUEST": {
    "REQUEST": [
      {
        "id": "1",
        "name": "Actions",
        "icon": "",
        "actions": [
          // Add ACTIONS here
        ]
      },
      {
        "id": "2",
        "name": "Document to Sign",
        "icon": "",
        "actions": [
          // Add DOCUMENTS TO SIGN here
        ]
      }
    ]
    },
  "RESOURCES": {
    "name": "Resources",
    "icon": "",
    "resourcesFile": [
      // Add RESOURCES here
     ]
    }
}

Action Types

Action ID and Code Name must be inserted in incremental way by Admin. TagName is the default assigned tag/s per request

Request Document

              "id": "1",
              "name": "Emirates ID - Front",
              "actionType": "requestDocument",
              "icon": "fal fa-id-card",
              "contentType": "image",
              "TagName": [
                "Emirates ID - Front"
              ],
              "codeName": "-DC-" //To enable document stamp for image and pdf
              "OCRActions": { //To enable/disable OCR on a specific document
                "enableOcr": true,
                "autoOCR": true,
                "minDays": 30 //Document minimum validity
              },
              "uploadType": {
                "forAction": {
                  "cameraOnly": true, //To restrict uploading via live captured image only
                  "focusOn": "environment" //To set the default customer mobile camera to rear
                },
                "forTask": {
                  "cameraOnly": false, //Allow live camera capture or fetch from gallery
                  "focusOn": "user" //To set the default customer mobile camera to front
                },
                "qrCode": {
                  "enable": true, //Enable QR code scanning to upload
                  "content": "https://digitalconnect.bluemena.com/upload/"
                }
              }
}

Request Application Form

{
              "id": "2",
              "name": "Application Form",
              "actionType": "requestApplicationForm",
              "contentType": "form",
              "TagName": [
                "Application Form"
              ],
              "icon": "fal fa-file-contract",
              "codeName": "A",
              "formTemplateName": "/assets/forms/Application_Form/index.html"
}

Request Map Location

{
              "id": "3",
              "name": "Location",
              "actionType": "requestMapLocation",
              "contentType": "map",
              "icon": "fal fa-map-marker-alt",
              "TagName": [
                "Location"
              ]
}

Request Agent Form

{
              "id": "4",
              "name": "Agent Form",
              "actionType": "requestAgentForm",
              "contentType": "form",
              "TagName": [
                "Agent Form"
              ],
              "icon": "fal fa-file-contract",
              "codeName": "B",
              "formTemplateName": "/assets/forms/Agent_Form/index.html"
}

Request Snapshot

{
              "id": "5",
              "name": "Take Selfie with EID",
              "actionType": "requestSnapshot",
              "icon": "fal fa-camera-alt",
              "contentType": "image",
              "TagName": [
                "Snapshot"
              ],
              "uploadType": {
                "forAction": {
                  "cameraOnly": true, //To restrict uploading via live captured image only
                  "focusOn": "user" //To set the default customer mobile camera to front
                }
              }
}

Request Web Cobrowse

{
              "id": "6",
              "name": "Web Cobrowse",
              "actionType": "requestWebCobrowse",
              "icon": "fal fa-phone-laptop",
              "contentType": "form",
              "TagName": [
                "Web Cobrowse"
              ],
              "formTemplateName": "/assets/forms/Demo/demo.html"
}

Request Document Signature

{
              "id": "2-1",
              "name": "Agreement Form",
              "actionType": "requestDocumentSignature",
              "contentType": "pdf",
              "icon": "fal fa-file-contract",
              "TagName": [
                "Agreement Form"
              ],
              "formTemplateName": "/assets/forms/SharedResources/pdf/Agreement Form.pdf",
              "signatureType": {
                "onscreen": true, //To sign via screen pad
                "otp": true, //To digitally sign via SMS OTP authentication
                "otpEmail": true, //To digitally sign via email OTP authentication
                "imageUpload": true //To sign via image live camera capture or fetch from gallery
              
              "label": { //To show customer bilingual pop up message labels
                  "preSelectSign": {
                    "EN": "Select your signature style",
                    "AR": "حدد أسلوب التوقيع الخاص بك",
                    "pickScreenSign": "Draw ألفت",
                    "pickImageSign": "Upload تحميل"
                  },
                  "onscreen": {
                    "EN": "Dear customer, please sign below",
                    "AR": "عزيزي العميل ، الرجاء تسجيل الدخول أدناه"
                  },
                  "otp": {
                    "EN": "Dear customer, please proceed to sign",
                    "AR": "عزيزي العميل ، الرجاء المتابعة للتوقيع"
                  },
                  "otpEmail": {
                    "EN": "Dear customer, please proceed to sign",
                    "AR": "عزيزي العميل ، الرجاء المتابعة للتوقيع"
                  },
                  "imageUpload": {
                    "EN": "Dear customer, please upload your image signature",
                    "AR": "عزيزي العميل ، يرجى تحميل توقيع الصورة الخاص بك"
                  }
                }
              
              
              "custom": {
                  "enabled": true, //To enable the left menu upload file from the local machine
                  "viewOnly": false, //To allow customer signature signing, else set true
                  "signatureTypes": {
                    "onscreen": { //To sign via screen pad
                      "enabled": true,
                      "mandatory": true
                    },
                    "image": { //To sign via image live camera capture or fetch from gallery
                      "enabled": true,
                      "mandatory": true,
                      "aspectRatio": "3:2" //Ratio of the image
                    }
                  },
                  "common": {
                    "signAllPages": {
                      "enabled": true, //To sign all pages otherwise false
                      "fontSize": 8, //Timestamp fontsize
                      "axis": {x,y}, //Set the coordinates of the signature location
                      "DOC_SIGN_FOOTER_TEMPLATE": {
                        "TEXT": "Signed on:",
                        "TIMESTAMP_FORMAT": "dd/MM/yyyy hh:mm:ss a"
                      }
                    },
                    "perPage": {
                      "fontSize": 8 //Timestamp fontsize
                    }
                  },
                  "pages": [
                    {
                      "num": x, //PDF Page no. where the signature is required
                      "settings": [
                        {
                          "axis": {x,y}, //Set the coordinates of the signature location
                          "dim": {w,h}, //Set the dimension of the signature image
                          "signBy": "onscreen" or "image" //Set the desired signature style
                        }
                      ]
                    }
                  ]
                }
                
              }
}

The User is now able to request actions to the customer

Tips. The user has to re-login and create a new session with the customer to reflect the changes.