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Snapshots can be enabled on any open Working Copy. Ensure the page has the eSign Document Header macro.
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Step 2 - Generate Snapshot
When the draft page is ready for review, Use the Confluence - Export to PDF function to generate a PDF export of the draft Working Copy. Alternate export tools (e.g.
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Download the resulting PDF file from Confluence and then upload it into eSign Documents (Draft tab).
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When complete, close and refresh the page to see the Active Snapshot embedded in the Working Copy. The Working Copy will show both the snapshot content AND the original content, separate by blue linesScroll PDF) can also be used.
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After the PDF is downloaded, use the “New Snapshot” link in the eSign Header to upload the Snapshot into eSign Document Management.
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Once uploaded, eSign will display the new PDF snapshot inline at the top of the Working Copy. Note the original Confluence text will still be displayed at the bottom of the page. On Release, only the Snapshot is published to the Release Copy.
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When Snapshot mode is enabled, the eSign Document Header will be hidden during PDF export. The eSign Header will be visible in the released document to reflect current status of the document at all times.
TIP - TODO - minimize page margins
Note that the eSign Header data is included in the PDF to identify Document ID and Revision. In the example below the eSign Signature Block and History macro are being used. At this point there are no approvals yet.
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Tip - The default confluence PDF export adds 1” margins around exported PDF files. The export margins can be changed to minimize extra whitespace for online viewing. See more in the Appendix below.
Step 3 - Document Review and Approval
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Edit the confluence page content as required, generate and upload new snapshots as necessary. After all approvals have been completed, the page will be finalized to Approved.As the snapshots are stored as attachments within the working copy, replacement snapshots will show as a document modification and require re-approval.
At this point the Document Owner may do a final snapshot refresh to include the completed signature block and revision history.
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Step 4 - Document Release
After approval, proceed with the standard release workflow. With Snapshot mode enabled, eDoc eSign will perform some additional work to the release copy. Visually only the Snapshot content will be displayed.
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Released Documents will contain the standard eDoc header and the immutable embedded snapshot content.
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On the released document, all persistent information (document type, ID and revision) is embedded in the PDF snapshot. This allows the document identification to be retained in the event the PDF file is downloaded/printed.
The online eSign Header continues to show dynamic info (e.g. Training is Due, Document is in Pre-Training, etc). The current status is always in the page byline.
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The embedded Adobe PDF viewer has a download file option for users to take an offline copy of the PDF. Alternately, the PDF snapshot is stored as an attachment on the release copy so is available from the Page>Attachments page.
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Appendix - Additional Resources
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The Snapshot feature can also be used to route, review, approve and publish any external PDF file as a controlled document. This may be useful for teams whose document sources are in alternate formats and they do not want to convert or edit them in Confluence. If the source can be converted to PDF, it can be uploaded to eDoc as a Snapshot.
B. Tuning the PDF Export
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