Preview the refinance form
The use case gets triggered when customer service agent fills and submits refinance form.
The Sign Multiple Forms workflow gets triggers on this form submission and the customer gets an e-mail notification with a link to start the form filling and signing process.
Fill out forms in the package
The customer is presented to fill and sign the first form in the package. On successful signing of the form, the customer can navigate to the next form in the package. Once all the forms are filled and signed the customer is presented with the “AllDone” form.
E-mail notification is not being generated
The E-mail notification are sent by Send Email component in the Sign Multiple Form workflow. If any of the steps in this workflow fail, the e-mail notification will be sent. Make sure the custom process step in the workflow is creating rows in your MySQL database. If the rows are being created then check your Day CQ Mail Service configuration settings
The link in the e-mail notification not working
The links in the e-mail notifications are generated dynamically. If your AEM server is not running on localhost:4502, please provide the correct server name and port in the arguments of the Store Forms To Sign step of the Sign Multiple Forms workflow