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ColdFusion Summit 2020 ColdFusion Document Workflow with Adobe Sign

M
mcollinsCF

Learn how to use ColdFusion to build PDFs and how to integrate them into a Adobe Sign Approval workflow using the API or Webhooks.

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ColdFusion Document Approval Workflow with Adobe Sign
Mike Collins | Sr. ColdFusion Consultant | SupportObjective
Today’s Agenda
▪ Design and Developing Documents
▪ Creating Documents with ColdFusion
▪ CFDocument
▪ CFPDFForm with Acrobat Forms
▪ CFPDFForm with LiveCycle Forms
▪ CFPDF – Flattening, Merging, Archiving
▪ Printing – CFPrint, Cloud Based Printing
▪ Adobe Sign
▪ Overview of Features
▪ ColdFusion OAuth to Adobe Sign
▪ ColdFusion to Adobe Sign API
▪ Use Cases for Integration
ColdFusion and PDF Documents – Better Together
▪ PDF features remain one of the strongest feature sets within
ColdFusion
▪ ColdFusion makes it easy to work and manage PDF
documents
▪ Almost all applications have a use case to work with
documents that need to be populated, emailed, printed,
signed, archived...
Design & Developing
Documents
Step One – Building Document Requirements
Legal Team
▪ Designs forms with corporate legal
guidelines
▪ Local, state and federal regulations
▪ Each change requires legal approval
▪ Your process will be unique depending
on type of document
Business Analyst
• Develops text and conditions to meet
corporate and government regulations
• Produces a mockup of Letter using Word
with Color coded comments in the margin
Step Two – Legal Approval of Requirements
▪ Final Requirements are built using Word using comments to show conditional text
▪ The Legal team approves the Word document
Ad

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ColdFusion Summit 2020 ColdFusion Document Workflow with Adobe Sign

  • 1. ColdFusion Document Approval Workflow with Adobe Sign Mike Collins | Sr. ColdFusion Consultant | SupportObjective
  • 2. Today’s Agenda ▪ Design and Developing Documents ▪ Creating Documents with ColdFusion ▪ CFDocument ▪ CFPDFForm with Acrobat Forms ▪ CFPDFForm with LiveCycle Forms ▪ CFPDF – Flattening, Merging, Archiving ▪ Printing – CFPrint, Cloud Based Printing ▪ Adobe Sign ▪ Overview of Features ▪ ColdFusion OAuth to Adobe Sign ▪ ColdFusion to Adobe Sign API ▪ Use Cases for Integration
  • 3. ColdFusion and PDF Documents – Better Together ▪ PDF features remain one of the strongest feature sets within ColdFusion ▪ ColdFusion makes it easy to work and manage PDF documents ▪ Almost all applications have a use case to work with documents that need to be populated, emailed, printed, signed, archived...
  • 5. Step One – Building Document Requirements Legal Team ▪ Designs forms with corporate legal guidelines ▪ Local, state and federal regulations ▪ Each change requires legal approval ▪ Your process will be unique depending on type of document Business Analyst • Develops text and conditions to meet corporate and government regulations • Produces a mockup of Letter using Word with Color coded comments in the margin
  • 6. Step Two – Legal Approval of Requirements ▪ Final Requirements are built using Word using comments to show conditional text ▪ The Legal team approves the Word document
  • 7. Step Three – Developer Builds the PDF with AEM Forms Designer Acrobat
  • 8. Requirements & Template Generation Backend Use Case – Large Organization Letter Generation with LiveCycle Business Analyst Legal Word Doc Using Colors and pseudo code and Comments to show all the variables and conditional text LiveCycle Forms Designer LiveCycle PDF Template LiveCycle Forms Process REST API DB Java App CRM Scheduled Task Letter Printed and Mailed XML Archived PDFA REST API
  • 9. Requirements and Analysis Backend Use Case– Large Organization PDF Generation with ColdFusion Business Analyst Legal Word Doc Using Colors and pseudo code and Comments to show all the variables and conditional text AEM Forms Designer LiveCycle Dynamic PDF ColdFusion REST APIDB ColdFusion CRM Scheduled Task Letter Printed and Mailed XML Archived PDFA REST API
  • 10. Types of Forms Documents Letters ▪ Invoices and Quotes ▪ Account Statements ▪ Mortgage Documents ▪ Contracts ▪ Medical Documents ▪ Legal Documents ▪ Human Resources ▪ Insurance ▪ Financial Reports ▪ Confidential Reports Regulations ▪ Federal Regulations ▪ State and Local Regulations ▪ Corporate Regulations
  • 12. AEM Forms Designer Comes with AEM Products but there are download links in the support forums
  • 13. Using LiveCycle Forms with ColdFusion ▪ Key feature is that it supports expanding tables <cfpdfform action="populate" source="PATH AND FILE TO YOUR TEMPLATE PDF#" XMLdata=“PATH AND FILE TO THE XML WITH VALUES" destination=“PATH FILE NAME WHERE TO SAVE NEW PDF" overwrite="true" />
  • 14. CFPDFForm with LiveCycle Forms ▪ Considerations ▪ Flattening and Archiving may require Adobe Output to do the conversion ▪ https://helpx.adobe.com/aem-forms/6/output-service.html ▪ Need to acquire Forms Designer ▪ Need Forms Designer Expertise
  • 16. Requirements and Analysis ColdFusion Process Flow – Using ColdFusion CFDocument Business Analyst Legal Word Doc Using Colors and pseudo code and Comments to show all the variables and conditional text DB CFDocument CRM Scheduled Tasks Letter Printed and Mailed Archived PDFA
  • 17. CFDOCUMENT ▪ CFDocument ▪ CFDocumentItem ▪Header ▪Footer ▪Page Break ▪ CFDocumentSection ▪ Can contain its own header and footer and Page Number • The most powerful solution • Easily script content base on incoming variables • Converts HTML to PDF • Internally uses iText to perform conversion <CFDocument> CFML and HTML </CFDocument>
  • 18. Using CFDocument ▪ Supports 70+ CSS tags ▪ CFQuery retrieves fields customer data ▪ Easy to script content: ▪ Corporate, and Government Regulations ▪ No need for embedding JavaScript inside PDF Considerations ▪ You are not starting from a PDF template ▪ Placement of content will rely on the HTML and CSS ▪ Links to images and CSS files might need to use File:/// Good Article ▪ http://dnando.github.io/blog/2015/07/01/ge nerating-accurate-pdfs-using-cfdocument/
  • 19. CFDocument and Attributes <cfdocument format = "PDF" authPassword = "authentication password" authUser = "authentication user name" backgroundVisible = "yes|no" bookmark = "yes|no" encryption = "128-bit|40-bit|none" filename = "filename" fontEmbed = "yes|no" formfields = "yes|no" formsType = "FDF|PDF|HTML|XML" localUrl = "yes|no" marginBottom = "number" marginLeft = "number" marginRight = "number" marginTop = "number" mimeType = "text/plain|application/xml|image/jpeg|image/png|image/b mp|image/gif" name = "output variable name“openpassword = "password to open protected documents“ orientation = "portrait|landscape“ overwrite = "yes|no" ownerPassword = "password" pageHeight = "page height in inches" pageType = "page type" pageWidth = "page width in inches" pdfa = "yes|no" permissions = "permission list" permissionspassword = "password to access restricted permissions" proxyHost = "IP address or server name for proxy host" proxyPassword = "password for the proxy host" proxyPort = "port of the proxy host" proxyUser = "user name for the proxy host" saveAsName = "PDF filename" scale = "percentage less than 100" src = "URL|pathname relative to web root" srcfile = "absolute pathname to a file" tagged = "yes|no" unit = "in|cm" userAgent = "HTTP user agent identifier" userPassword = "password"> HTML and CFML code </cfdocument>
  • 20. CFDocument CF2018 Supported CSS background background-attachment background-color background-image background-position background-repeat border border-bottom border-bottom-color border-bottom-style (solid border only) border-bottom-width border-color border-left border-left-color border-left-style (solid border only) border-left-width border-right border-right-color border-right-style (solid border only) border-right-width border-spacing border-style (solid border only) border-top border-top-color border-top-style (solid border only) border-top-width border-width bottom clear clip color content (strings, counters only) counter-increment counter-reset cursor display float font font-family font-size font-style font-weight height left line-height line-style-type margin margin-bottom margin-left margin-right margin-top outline outline-color outline-style (solid, dotted, dashed only) outline-width padding padding-bottom padding-left padding-right padding-top page-break-after page-break-before page-break-inside position right text-align (left, right, and center) text-decoration text-indent top unicode-bidi vertical-align visibility white space (normal, nowrap only) width z-index
  • 22. Requirements and Analysis ColdFusion Process Flow – Large Organization using ColdFusion CFPDFForm Business Analyst Legal Word Doc Using Colors and pseudo code and Comments to show all the variables and conditional text DB CFPDFForm CRM Scheduled Tasks Letter Printed and Mailed Archived PDFA Acrobat PDF(s) with Form
  • 24. Code to Populate <cfpdfform action="read" source= “template.pdf” result="formData" /> <cfpdfform action="populate" source=“source1.pdf" destination=“populated.pdf" overwrite="yes"> <!--- Loop through all the Form Fields and populate them with demo ---> <cfloop collection="#formData#" item="item"> <cfpdfformparam name="#item#" value=“CF2021" /> </cfloop> </cfpdfform> http://127.0.0.1:8518/cfsign/forms/gen_finletter_acro.pdf
  • 25. CFPDFForm – Flatten, Archive with CFPDF Remove interactivity from PDF <cfpdf action="write” flatten="yes“ source=“populated.pdf" destination="flattened.pdf" overwrite="true" /> Save PDF as a legal archived format <cfpdf action="archive“ standard=“3b" source="flattened.pdf" destination=“archived.pdf" overwrite="true“ /> Lastly, Store result archived PDF in read-only location
  • 27. CFPDF Actions • Merge several PDF documents, Merge pages • Delete pages from a PDF document. • Linearize PDF documents for faster web display • Remove interactivity flatten PDF documents • Encrypt and add password protection • Generate thumbnail images • Add or remove watermarks • Retrieve metadata • Create PDF portfolios • Add and remove header/footer • Optimize PDF documents • Sanitize – cleans all metadata • Export and import comments • Archive • addAttachments • addStamp
  • 28. CFPDF Merging ▪ Great for adding standard pieces of content to any document ▪ Conditional Corporate and Government Regulations ▪ Disclaimers <cfpdf action="merge" destination="/samtemp/pdfs/mycontract.pdf" overwrite="yes"> <cfpdfparam source="cfdoc"> <cfpdfparam source="/samtemp/pdfs/greetingpage.pdf"> <cfpdfparam source="/samtemp/pdfs/contract.pdf"> <cfpdfparam source="/samtemp/pdfs/signaturepage.pdf"> <cfpdfparam source="/samtemp/pdfs/disclaimers.pdf"> </cfpdf>
  • 29. CFPDF - Advanced Merging with DDX ▪ ColdFusion contains the product called LiveCycle Assembler ▪ LiveCycle Assembler is a server- based application that processes DDX ▪ DDX is a declarative markup language used to define PDF output files. ▪ Primary feature is to merge PDFs or XDPs The CFPDF action processddx lets you process DDX instructions. <DDX xmlns="http://ns.adobe.com/DDX/1.0/" xmlns:xsi="http://www.w3.org/2001/XMLSchema- instance" xsi:schemaLocation="http://ns.adobe.com/DDX/1.0/ coldfusion_ddx.xsd"> <PDF result="Out1"> <PDF source="Doc1"/> <PDF source="Doc2"/> </PDF> </DDX>
  • 31. PDF A is the legal Archive Format ▪ PDF is an open standard ▪ CFPDF allows you to save in all the current formats -1b, 2b or 3b ▪ A fourth is expected in 2020 Learn more: https://en.wikipedia.org/wiki/PDF/A <cfpdf action="archive" source=“archiveme.pdf" destination = “archived_with_3b.pdf" standard = "3b"/>
  • 33. CFPrint ▪ Allows you to send any PDF to any accessible Printer ▪ Account running the ColdFusion server must have PRINTER_ACCESS_USE access rights for each printer ▪ Setup Batch Printing cfset aset=StructNew()> <cfset aset["paper"] = "letter"> <cfset aset["sides"] = "duplex"> <cfset aset["copies"] = "5"> <cfset aset["printer"] = "s1001prn02NTN-2W-HP_BW02"> <cfprint type="pdf" source="myfile.pdf“ attributeStruct="#aset#">
  • 34. Printer Cloud Integration ▪ https://www.mailform.io/ ▪ http://www.docsmit.com ▪ https://www.pc2paper.co.uk/ ▪ International providers can save time and money as well. ▪ Security Compliance ▪ CRM Integration
  • 36. Document Signature Workflow ▪ Not Everything needs to be printed ▪ Can be more cost efficient for online delivery ▪ Many Cloud Signature services exist ▪ Adobe Sign is a full featured stand-alone document workflow product ▪ DocuSign, HelloSign, Pandadoc, SignNow, Zapier, OneSpan, RightSignature, ApproveMe
  • 37. Adobe Sign - Walkthru
  • 38. Adobe Sign Overview ▪ The Adobe Sign APIs can be used to: ▪ Create and manage generated PDFs ▪ Retrieve signed documents ▪ Send reminders ▪ Retrieve audit trails ▪ Archive signed documents
  • 39. Adobe Sign - Pricing ▪ Cloud based service to sign documents, agreements
  • 40. Adobe Sign Integrations ▪ Already integrated with many top CRMs
  • 41. Adobe Sign API ▪ Need to define Application ▪ Setup OAuth for Application ▪ Define Available Scopes ▪ Demo OAuth
  • 42. Adobe Sign – Ability to Create and Store Templates
  • 43. Adobe Sign – Ability to Send and Track
  • 44. Adobe Sign – Signers get Email
  • 45. Adobe Sign – Ability to Schedule Reminder Emails
  • 46. Adobe Sign – Ability to Define Workflows
  • 47. Adobe Sign – API Reference
  • 48. Use Case - ColdFusion and Adobe Sign Integration – Webhooks ▪ Dozens of events to hook to and have ColdFusion application notified ▪ Ability to chose what data is sent with event ▪ demo
  • 49. Design and Development CFDocument or CFPDFForm Process Flow –ColdFusion > Adobe Sign > Webhooks Business Analyst Legal Word Doc Using Colors and pseudo code and Comments to show all the variables and conditional text and obtain legal approval ColdFusion To Be Signed Folder CRM Document Cloud Scheduled Tasks Document Sent for Signing in Adobe Sign Acrobat or AEM Form Designer PDF Form Templates DB Archive Signed Document CRM Document Cloud Save signed document Webhooks Populate form and save
  • 50. My Contracts CF Application Process Flow –ColdFusion > Adobe Sign > Sign API Contracts to Sign #123 #567 #789 Adobe Sign OAuth Webhooks Contracts Signed #999 #090 #127 ColdFusion using CFDocument and CFPDFForm API Calls Upload Form Document Request Signatures Check Status
  • 51. Summary – What we covered today ▪ ColdFusion and PDF – Better Together ▪ Document Development ▪ Use Case LiveCycle Form Designer and LiveCycle Server ▪ Use Case ColdFusion Documents ▪ CFDocument ▪ CFPDFFORM with Acrobat Forms ▪ CFPDFFORM with Form Designer CFPDF for Merging, Flattening and Archiving CFPrint for Printing Cloud Base DocumentSignature Workflows (ie Adobe Sign)
  • 52. Questions ColdFusion Document Approval Workflow with Adobe Sign