Edit script with custom workflow
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Post a project like this2045
£121(approx. $151)
- Posted:
- Proposals: 9
- Remote
- #2114956
- OPPORTUNITY
- Awarded
Description
Experience Level: Expert
this is what I need
The flow of use is as follows.
Designed email inviting someone to view document with a click button.
opening of landing page which will have a back image of the company ie mjs capital it will include some key points, about the company and risk warnings. and it will have a form to fill in which will include:
name
email
mobile
investor class (there a 5 classes so this will be a drop down tab and will need a ? mark that can be clicked so they can review the investor class terms)
Terms and conditions ( click to agree to terms again a ? mark so they can view these)
I am a ..... investor/IFA/introducer
Signature box
Submit tab
once they have clicked submit a message will pop up saying thankyou please verify account (by text or email)
send text and email verification
click verification
they will land on a new window that asks them if they wish to open an account or just review document.
if the review document it will only be online and not downloadable
if open account it will ask them to create a username and password and they can see all documents in the portal
upon opening a document in the portal they will see a water mark will be on it this will be there name email and unique ID number (hide the ID number somewhere so they do not notice it)
should they down load it or save it as a pdf it needs to be password protected so if they share it we know who has shared it as itll have their ID number on it
finally we need to have a share button that starts the whole process again
The system I have brought is https://codecanyon.net/item/signer-create-digital-signatures-and-sign-pdf-documents-online/20737707?s_rank=1 can you look at the demo
can you do this?
The flow of use is as follows.
Designed email inviting someone to view document with a click button.
opening of landing page which will have a back image of the company ie mjs capital it will include some key points, about the company and risk warnings. and it will have a form to fill in which will include:
name
mobile
investor class (there a 5 classes so this will be a drop down tab and will need a ? mark that can be clicked so they can review the investor class terms)
Terms and conditions ( click to agree to terms again a ? mark so they can view these)
I am a ..... investor/IFA/introducer
Signature box
Submit tab
once they have clicked submit a message will pop up saying thankyou please verify account (by text or email)
send text and email verification
click verification
they will land on a new window that asks them if they wish to open an account or just review document.
if the review document it will only be online and not downloadable
if open account it will ask them to create a username and password and they can see all documents in the portal
upon opening a document in the portal they will see a water mark will be on it this will be there name email and unique ID number (hide the ID number somewhere so they do not notice it)
should they down load it or save it as a pdf it needs to be password protected so if they share it we know who has shared it as itll have their ID number on it
finally we need to have a share button that starts the whole process again
The system I have brought is https://codecanyon.net/item/signer-create-digital-signatures-and-sign-pdf-documents-online/20737707?s_rank=1 can you look at the demo
can you do this?
Paul H.
100% (13)Projects Completed
5
Freelancers worked with
5
Projects awarded
25%
Last project
3 Jul 2020
United Kingdom
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