File Creation Module

The File Creation module is used for the following two modes: 

1. Calendar: Create, edit, or delete a calendar invite for your end user. This generates the invite.ics file for the invite. This helps Ushur identify the appropriate time to meet, sends a request, and blocks the time in their calendar. You can also delete a calendar event or modify the event details and update the calendar based on these modifications.

2. Contact: Collects and stores the business contact information of the end user and creates a .vcf file for the virtual business contact.

3. PDF: Collects and stores the information from the end user in the defined PDF form template and generates a noneditable PDF form file.

Managing Calendar Events

To create, modify, or delete a calendar invite: 

1. Open the Ushur you want to create the contact or business card.

2. Click the following File Creationicon.

   This displays the File Creation dialog box.

   

3. In the Internal Module Name box, enter a unique label.  

4. From the File Type dropdown, ensure you select Calendar. This displays the Calendar settings in the dialog box.

5. Specify all the related information for a New Event.

6. Ensure that you select the variables to associate the File Link, File Asset ID, and UID information. The File Link is the link to the created event that can be sent through any of the engagement channels, File Asset ID information can be used as an attachment in an email engagement and the UID can be used to modify an existing event. A UID will be generated when you create a new event.

7. Select the Update Event or Delete Event if you wish to modify the existing calendar details. When you select either of these options, ensure to associate the previously stored Event UID information by using the @symbol.

8. After specifying or modifying all the event details, In the Go to dropdown, select the next step for the Ushur.

9. Click Save. 

This Ushur will ask for all the relevant details from the end user and set up a meeting by sending them an appropriate invite.ics and block the end user’s calendar. If you have modified an existing event, the details will be updated in the calendar. If you delete an existing event, the event will be deleted from the calendar.

Contact

To enter or create contact details, complete the following: 

1. Open the Ushur if you want to create a contact or business card.

2. Click the following File Creationicon.

   This displays the File Creation dialog box.

   

3. In the Internal Module Name box, enter a unique name for the module. 

4. From the File Type dropdown, select Contact.
   This displays the Contact settings in the dialog box.

   Note

   All the parameters and settings change based on your selection.  

5. Ensure that you select the variables to associate the File Link, File Asset ID, and UID information. The File Link is the link to the created contact that can be sent through any engagement channel. File Asset ID information can be used as an attachment in an email engagement and the UID can be used to modify an existing contact. A UID will be generated when you create a new contact. In the Go to dropdown, select the next step for the Ushur.

6. Click Save. 

This Ushur, when used, will ask for all the relevant details from the end user and create a business card for them. This creates a .vcf file for the virtual business contact for the end user.

PDF

To create a PDF file, complete the following steps:

1. Open the Ushur if you want to create the PDF file.

2. Click the following File Creation  icon.

   This displays the File Creation dialog box.

3. In the Internal Module Name box, enter a unique label.  

4. From the File Type dropdown, Select PDF (Beta) to create a PDF file. This displays the PDF settings in the dialog box.

   

   Note

   Users can enter data in the Parameters and / or the Attachments section.

5. Parameters:

   1. PDF Template Name: Specify the name of the PDF form template to use.

   2. PDF Form Template: Click the Upload  Icon and select the applicable PDF form template from your local. The PDF form template field will auto-populate a unique alphanumeric value.

   3. Set Name Value Pairs to Fill in the Form:

      1. Click the + icon to add one or more Name-Value pairs.

         

      2. Enter the field Name.

      3. Enter the corresponding Value or select the applicable variable by prefixing “@” to populate the PDF form.

         

Note

Users can enter the value in languages like English, Japanese, Chinese, and more. The unsupported or unknown languages will be replaced with the character “?” in the generated PDF.

6. Attachments:

   

   1. Attach additional files by selecting relevant Variables.

   2. Click the Addicon to add more Attachments.

   3. Click the EraserIcon to clear the Variable field.

7. Variable:

   

   1. Define variables from the drop-down for the following fields for easy reference and to store the file name:

      • File Link

      • File Asset ID

   2. Enter the File Name or select the applicable variable.

This module (PDF), when used, will retrieve relevant details from the end user and create a noneditable PDF form file.