End Users are customers, employees, and other people who fill out your forms. TransForm E-Forms Manager allows you to define and manage data collection for these users, as well as control how forms are signed and submitted. When you have TransForm E-Forms Manager configured to use TransForm E-Forms Manager Authentication for end user authentication, information on these users will be used for signing and submission of forms. In conjunction with Form Management Properties, the End Users screen provides a secure and auditable means of signing and submitting forms, including:
Client Authentication - Only authorized end users will be able to submit forms to TransForm E-Forms Manager.
Form Signing - Only authorized end users will be able to sign forms.
Signing Authentication - Anyone receiving a signed form will be able to determine if the digital signature is authentic.
Signing Tracking - Each time a form is signed, it is automatically logged and tracked by TransForm E-Forms Manager.
Submission Tracking - Each time a form is submitted, it is automatically logged and tracked by TransForm E-Forms Manager.
Using the End Users screen, a Form Administrator can add and manage end user accounts, and determine which users have the capability to sign forms. There is no limit to the number of end users designated to sign forms, and these users can be range from employees to trading partners. For example, you can assign a User ID and password to a vendor and then require the vendor to submit invoices using your published invoice form. This "reverse billing" capability eliminates any rekeying of vendor invoices and may actually speed up vendor payments since the data is captured in the format you require.
Note: To the extent you allow form submissions from anonymous users, you do not need to define End User accounts. Anonymous submissions are defined on a form-by-form basis and are defined in the Form Details screen.
Select End Users from the Administration tab to display and edit accounts for anyone signing and submitting e-forms. Only Form Administrators with Full Administrator Rights (Level 4) can view or edit end user accounts.
The End Users screen displays a list of all end users who have access to sign and submit forms. Only Level 4 Form Administrators can create or edit End User accounts.
User ID - A unique user identification created by a Level 4 Form Administrator. End users use this ID to sign and submit forms (depending upon how the form is designed using TransForm Designer).
Name - The real name of the end user.
Email - The email address of the end user.
Status - A designation indicating whether or not the end user can sign and submit forms.
The User ID, Name, and Email address of the end user is captured and stored in the TransForm E-Forms Manager database each time a form is signed (as long as the status of the end user indicates he/she can sign and submit forms). Other capabilities, such as whether or not the form can be submitted, signing tracking, submission tracking, and other auditing features are defined in Form Management Properties.
Select Edit corresponding to the end user account you want to change, or New End User to create new end users, described below.
To view details about each end user, click the corresponding row to display the End User Details screen.
User ID: A unique identifier created by Level 4 Forms Administrators.
First Name: The first name of the end user.
Middle Initial: The middle initial of the end user.
Last Name: The surname (last) name of the end user.
Email: The email account of the end user.
Status: Indicates whether or not the user has the ability to sign and submit forms to TransForm E-Forms Manager.
Select Edit User to change any of the information for the displayed End User, or Back to List to return without making any changes.
Select Edit corresponding to the User ID you want to change. (Only Form Administrators with a Level 4 access can view or edit this screen.) The Edit End User screen displays with the following options:
User ID: A unique identifier. This ID can be changed; however, it is up to the Form Administrator to notify the end user of the change.
First Name: The first name of the end user.
Middle Initial: The middle initial of the end user.
Last Name: The surname (last) name of the end user.
Email: The email account of the end user.
Status: Indicates whether or not the user has the ability to sign and submit forms to TransForm E-Forms Manager.
Press Save Changes in order to save any edits you made to the end user account.
From the end user edit screen, click the Change Password button. This will open a dialog window. In this window enter:
New Password: A new password for the end user. This password must be at least 6 characters and cannot contain spaces.
Confirm Password: A confirmation of the password entered above.
Press Save Changes to save the new password for the user.
Select New End User to display the Create End User screen. (Only Form Administrators with a Level 4 access can view or edit this screen.)
User ID: Enter a unique identifier for the end user. The only exception is that persons designated as Form Administrators can also have identical end user accounts since both accounts are kept separate in the TransForm E-Forms Manager database.
Password: A password for the end user.
First Name: The first name of the end user.
Middle Initial: The middle initial of the end user (optional).
Last Name: The surname (last) name of the end user.
Email: The email account of the end user.
Status: Indicates whether or not the user has the ability to sign and submit forms to TransForm E-Forms Manager.
Press Save Changes to save the new user account.
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More Information |
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End User Changes |
End users cannot change any information associated with their account. Only Level 4 Form Administrators can make changes to TransForm E-Forms Manager and End User accounts. |
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Deleting End User Accounts |
For auditing purposes, end user accounts cannot be deleted after they are created. You can disable the account by using the Edit End User screen, described above. |