Overview
The SmartCOMM Draft Editor enables users to effortlessly add and edit text and pre-approved content from existing templates. This functionality allows users to preview the appearance of documents generated from SmartCOMM templates in real-time. The Draft Editor offers a browser-embedded, on-demand editing experience where users can interact with templates, make necessary adjustments, and see a live preview of draft documents before final submission and generation.
The primary purpose of the Draft Editor is to simplify the process of adding or editing text and pre-approved content within existing SmartCOMM templates. This ensures users can visualize the final appearance of generated documents, providing a streamlined and efficient document preparation process.
Key Features & Functionality
On-Demand Template Editing: The Draft Editor is a browser-embedded feature that provides an on-demand template editor. It allows users to work with templates directly within their forms. The fields and content within the template editor are pre-populated by the template placeholders linked to preceding questions.
Draft Documents: Users can see and edit templates as draft documents before submitting a form and generating the final documents. This feature is particularly useful for reviewing and fine-tuning content before it becomes official.
Download Generated Documents: Users can download the document generated from the Draft in their Browser or to the Appian Knowledge Center using the ‘Generate Document Integration’ in the SmartCOMM Connected System.
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