In this overview you will find the basic code snippets at a glance. For more details click on the respective feature.

Feature
Script XML

Open / Close

<flow>
<nodes>

</nodes>
</flow>
Present documents
<node id="Present_documents" type="File">
<name>Present documents</name>
<attachments>
<attachment fileCode="doc01" attach="true"/>
</attachments>
</node>
Fill in forms
<node id="Fill_in_forms" type="Form">
<name>Fill in forms</name>
<title>Details about the customer</title>
<text>Complete the following</text>
<fields>
<field name="company name" text="Company name" />
<field name="birth names" text="First name" />
<field name="family name" text="Last name" />
</fields>
</node>
Make Choices
<node id="Make_choices" type="Choice">
<name>Make choices</name>
<title>I can show you the following</title>
<text>Make a choice:</text>
<options>
<option value="Presentation"><text>Give a presentation.</text><goto>Node1</goto></option>
<option value="Screen"><text>Share my screen.</text><goto>Node2</goto></option>
<option value="Form"><text>Fill in a form.</text><goto>Node3</goto</option>
<option value="Offer"><text>The customer signs.</text><goto>Node4</goto></option>
</options>
</node>
Share your screen

<node id="Share_your_screen" type="Scrnshare">
<name>Share your screen</name>
</node>
Upload documents
<node id="Upload_documents" type="Upload">
<name>Upload documents</name>
<uploads>
<upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="false" />
</uploads>
</node>
Download documents
<node id="Download_documents" type="Download">
<name>Download_documents</name>
<title>The title of the node</title>
<text>Subtitle</text>
<attachments>
<attachment templateCode="doc02" />
</attachments>
</node>
Autogenerate and send emails 

<node id="Autogenerate_and_send_emails" type="Email">
<name>Autogenerate and send emails</name>
<templateCode>email01</templateCode>
<attachments>
<attachment fileCode="pres01" attach="true" />
<attachment templateCode="att01" attach="true" />
</attachments>
</node>
Sign documents 
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
<sign fileCode="testdoc"> <position left="105" top="180"/></sign>
</signs>
</node>
Html & embed iframes 
<node id="Html_and_embed_iframes" type="Template">
<name>Html and embed iframes</name>
<templateCode>template001</templateCode>
</node>
Present videos
<node id="Present_videos" type="Template">
<name>Present videos</name>
<templateCode>template001</templateCode>
</node>



In order to automatically generate emails and documents you need to create templates. Those templates will be converted in an email or in a PDF file.

To re-use the information collected during the online meeting you can add field names to those templates. Below you can find a few examples of those templates. At the bottom of the page you can also download a few examples in html.

Templates can be created with the template editor.
For advanced users: it is possible to use html and CSS style sheets (see account settings).
 

Templates to:
Example-text
Autogenerate documents 
Automatically generate PDFs including information collected in the online meeting (forms & choices).

Order form software package

Your contact person: [user:Full Name],

You have ordered [flow:AmountOfPackages] software packages for a total price of: [flow:Total{Price].
Those will be shipped to you on [flow:WorkingDay]

Signature:


[contact:Name]
Create reports 
Automatically create reports of each meeting.
Report of meeting

customer: [contact:Name]
advisor: [user:Full Name]
Date of online meeting: [flow:date]

Amount of order packages: [flowAmountOfPackages].
Autogenerate and send emails 
Send emails including (automatically generated) documents.
Hello [contact:Name],

It was a pleasure meeting you online. Find attached the order form.

Best,

[user:Full Name]


Tip: Attached you will find a sample XML code for the script we are using to sell Idiligo plus two example templates (in html).