Learn Goal 3 - Part 8: Get ready for contracts and signatures

Document created by Kedar on Dec 10, 2014Last modified by mark_baum on May 12, 2015
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Next let’s set up the “Contract” tab.

You'll display the customer’s contract on it and provide a space where the customer can sign using their finger on the iPad.

 

 

Goal

Set up the “Contract” tab with new fields that contain a contract and a signature.

 

 

Steps

  1. Choose the View menu > Layout Mode  ⌘L or Ctrl-L

  2. In the Field Picker dialog box, click the + New Field button.

  3. Name the new field Contract and press the Enter key.

  4. Make sure that the field type is set to “Container”.

  5. Repeat steps 2 to 4 to create a second container field named Signature.


  6. In the Drag Options area, change the Field Placement option to vertical.

  7. Change the Labels option so that labels appear on the left.
    drag options vertical and left.png


  8. Hold down the Command key to select the Contract and Signature fields at the same time.

  9. Drag them onto the Contract tab.

    They should look something like this:
    pasted-image-2.png


  10. Select just the “Contract” label (to the left of the “Contract” field) and delete it.

  11. Select the “Contract” field.

  12. Open the Inspector and choose the Data tab.

    Inspector Data tab.png
  13. In the Data Formatting area of the Inspector, under Optimize for, choose the Interactive content radio button.

    Inspector Data Formatting Optimize.png


    Later on, you will be storing a PDF file in the Contract field. This setting allows the user to interact with that PDF.

  14. Move, resize and align the two fields fields to look like the screenshot below.

    The “Contract” field should be very large, going right out to the edges of the tab control (but not beyond).
    pasted-image-5.png


    Great, the “Contract” field is ready to go now! It may not look like much at the moment, but when you store some actual PDFs in it, it will come to life.

    IMPORTANT: Any objects not completely contained by the borders of the tab control are treated as though they are floating on top of it. As you switch from tab to tab, the objects will look like they appear on every tab. To fix this, move them completely onto the tab. The act of moving them establishes that they belong on the tab control.


  15. If you see this problem — for example with the “Signature” label — just move the problem objects until they are completely contained by the tab control.


 

     

     

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