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About

This area of the application is also used to manage the physical delivery of reports to clients.  MetaField Delivery is the report depository for MetaField generated reports.  Other project documents can be uploaded, and consolidated client reports can be created.

Locating and Printing a Report from Delivery

To locate reports for client distribution, follow these steps:

 

StepDescriptionExample
1.
  • From the MetaField™ home page, select Delivery.
2.
  • On the Delivery Search screen, search for the project(s) that the report(s) are associated with.


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3.
  • Select the project(s) you would like and click Open.

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4.
  • Select the checkbox next to the report you would like to print and choose Batch Print.


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5.
  • Select any reports that you would like marked as Delivered. and then choose View Report.
6.
  • A PDF window will open with all the reports selected. You may print or save these reports as needed.
 

 

Delivery Statuses

How Delivery Statuses are Assigned 

ButtonOriginating Report Delivery StatusReport Delivery Status Updated To
Deliver
Complete or FinalDelivered
Publish
(AgilePort Users Only)
Complete or FinalDelivered
Sign
(AgileStamp Users Only) 
CompleteFinal

Delivered (unsigned)

 

Delivered

When Sign is selected for an unsigned Delivered report, the original unsigned report will remain and a signature will be applied to a copy of the report. 

Both reports remain in Delivered status.

Both signed and unsigned reports can have a status of Delivered. You can tell if a Delivered report has been signed by viewing the Signed By column.


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How to Digitally Sign Reports in Delivery

If Digital Signature is available to you, you’ll see a button labeled, Sign above the reports table in Delivery.

Follow these steps to sign the report(s):

 

StepDescription
1.
  • Mark the checkboxes of the report(s) you would like to digitally sign.
2.
  • Select Sign.
3.
  • In the popup that appears, enter your AgileStamp™ credentials and select Sign again.
  • The type of signature image applied to the report will depend on the type of signature defined by the Administrator for the report type.
  • When signing multiple reports, if at least one of the report types selected does not allow a digital signature, you will get a message that one or more reports were not signed, but the others were.  
  • The Signed By column will indicate which reports were signed.

What Reports can be Signed in Delivery

Report Delivery Status
Previously Digitally Signed
Delivered
Can Sign?
Signing Process Notes
CompleteNoNoYesReport can be signed for the first time since it has not been signed.
FinalYesNoNoSigning is not allowed since re-signing a report in Delivery is not allowed.
DeliveredYesYesNoSigning is not allowed since re-signing a report in Delivery is not allowed.
DeliveredNoYesYes

User will be asked if they want to copy the delivered report to sign a new copy.

If they select "Yes" then the unsigned & delivered report will be copied and the new copy of the report will be signed.

The user can't directly sign the delivered report that was not originally signed.

For all scenarios above where the report can be signed, signing is only allowed if the Signature Type defined in the Administration module does NOT equal "None."

Report Revisions

In addition to the statuses in the Delivery Status column, there is also the option to flag a report as a Revision.  


To indicate a report is a revision, select the checkbox in the R column next to the corresponding report.


Click image to enlarge.

Deleting a Report from Delivery

To Delete a Report, follow these steps.  

StepDescription 
1.Open Delivery and locate the reports you wish to delete. 
2.

On the far right, an X will appear next to reports which can be deleted. Select the X to delete the report. 

A report in the status of “Delivered” cannot be deleted.

 
3.When the delete confirmation appears, select OK. 
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