Support

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="presentDocs001" type="File"> <name>presentDoc</name> <attachments>    <attachment fileCode="doc01" attach="true"/> </attachments> </node> [more...]
	Fill in forms	<node id="completeForm001" 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> [more...]
	Make Choices	<node id="makeChoices001" 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> [more...]
	Upload documents	<node id="uploadDocs001" type="Upload"> <name>Upload documents</name> <uploads>    <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="false" /> </uploads> </node> [more...]
	Download documents	<node id="downloadDocs001" type="Download"> <name>Download_documents</name> <title>The title of the node</title> <text>Subtitle</text> <attachments>    <attachment templateCode="doc02" /> </attachments> </node> [more...]
	Autogenerate and send emails	<node id="sendMail001" type="Email"> <name>Autogenerate and send emails</name>    <templateCode>email01</templateCode> <attachments>    <attachment fileCode="pres01" attach="true" />    <attachment templateCode="att01" attach="true" />    <attachment uploadId="document1" attach="true" /> </attachments> </node> [more...]
	Sign documents	<node id="signDocs001" type="Sign"> <name>Sign documents</name> <signs>    <sign fileCode="testdoc"> <position left="105" top="180"/></sign> </signs> </node> [more...]
	Html & embed iframes	<node id="html001" type="Template"> <name>Html and embed iframes</name>    <templateCode>template001</templateCode> </node> [more...]
	Present videos	<node id="presentVideo001" type="Template"> <name>Present videos</name>    <templateCode>template001</templateCode> </node> [more...]
	Microsite	Add the following code on the second line of your script, between <flow> and <nodes> <templateMicrosite>template999</templateMicrosite> [more...]

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).