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4

This would be a bad approach. Do you know why web sites send a confirmation Email to the user? Because everyone can send an Email and specify any Email address in the fields "From" and "Reply-To". For instance, you can set the Email addresses of your boss or of your colleagues to these fields and would be able to sign up your boss or your colleagues to ...


2

I kind of agree with Mo'ath but I think he has missed a bit. In the question, you state the folders may contain hundreds of files, therefore I think it is imperative to try and inform the user the consequence of deleting that folder, as such I think this is clearer about the consequence of the action.


4

I am building a comment section and I am trying to display clear call to actions to get the user to participate in the current debate. Your current design contradicts what you say you're looking for: the clear call to actions is visually subordinated to all the info content. In fact, all of the design contrasts are in favor of the content, not the action ...


6

In my opinion, the solution is simple, and I think it can be implemented. You need to write a code detecting any small change on the Invoice after the last time you exported the PDF and the moment the change happens try to show a gentle message on top of the screen in red, warning or notifying the user that there are changes occurred over your invoice and ...


0

A simple way that might work depending on your situation, is to automatically delete PDFs when they go out of date. So instead of generating a PDF when they make a change, delete the PDF that matches that invoice number. This will prevent them from being able to get out-of-date PDFs, and will probably also teach them quite quickly that one needs to ...


0

A slight variation on a couple of other answers, and simplified from the user perspective: Any time that invoice data is changed & saved - i.e., any change that would visibly change an invoice and saved in a way that if the user went into the program from another computer, the changes would be visible, the program should do two things: Delete the ...


0

If there is a separate UI/app to get to the folder of pdfs, you could tell the user on navigation that (there are unexported/unsaved changes and pdf is outdated)That way they can go back and do it. If that is somehow not possible(like ftp folder or file system) you could give a visible message on the UI screen where user is making changes that changes need ...


5

It sounds like users are using View/Print to review what they've already done, and then making changes based on what they've reviewed. If that's the case, a possible solution would be to clearly differentiate previewing and saving so that users are able to preview the document without creating anything that can be accidentally sent to their customers. Have ...


0

Adding a timestamp to the file name of the generated PDF would help? That way if the user makes a change and then goes to copy or send the file right after, they might notice that the timestamp is older than the last change they know they made. Example: instead of: invoice-10043-acme_corp.pdf Consider something like: invoice-10043-acme_corp-exported-...


4

A repository of invalid / outdated invoices In complement to Benny Skogberg answer, save a link with a hash on every PDF generated and the same hash on your central server. When you detect a change that invalidates a previous generated PDF, mark that hash as invalid / old. On PDF show a message about "invoice validation before payment" where the link, ...


18

It sounds like you've got a decision to make: Are you maintaining a folder of PDFs for the users to directly access, or are you not? If you are not, and this is an example of users discovering an unintended shortcut around your planned workflow, then I'd suggest making it impossible for users to do this. Use a different file format, put your PDFs in an ...


6

I guess you want a quicker solution than building a new invoicing system. The real pain point seems to be this: We can't prevent the user from accessing the PDF files folder because they may want to copy the PDF file to a USB key, … The solution is to prevent them from access that folder and only allow downloading the PDF from the application. The ...


31

What if you compare it to a download button on any website that downloads the pdf. You cant access the file server but have to click the download button in order to get your file and will always download the latest version. In your situation, the only way to acces the pdf directory could be though the 'view/print' button. This button will show the directory ...


0

My answer is to suggest working within the current bounds of what you have tried. I would do this by adding a user/system setting for the account which allows them to either create the PDF each time they make a change, as you stated for them to have to do it manually each time. It's not great, but it puts control back in their hands. Other than that - the ...


33

Since your UI does not work, and your users does not understand the generation - you need to automate the process. If there is an existing invoice, the pdf-file needs to be deleted from the folder as soon as something is changed on the order, then recreated as soon as the users prints it again. Usually you don't send the invoice before the products have ...


1

User testing competitor's products is quite standard and even recommended at times. In your case I would perform three rounds of user testing, using same/similar tasks. One round on your product and two rounds for two competitor products. This allows you to: See the differences in flow between each product. The actual impression your users get with each ...


0

Depending on your audience it might be safest to avoid using vowels in your ID if users are meant to see this ID. So many bad words are easily removed from accidentaly being part of the ID by removing vowels.


3

The broader strategy is called "onboarding". User onboarding...is the process through which new software is designed such that new users are provided and acquire the necessary knowledge, skills, and behaviors in order to become “up and running” and effective users of website, app, or software service.1 The manner in which you achieve this can vary. ...


2

It is 2019, Mobile Commerce (M-commerce) is growing! The Future of Mobile Commerce Is Already Here. Shopify Surveys, studies, and numbers are showing that more and more people are shopping on their mobile devices and the numbers are expected to only keep growing. I suggest researching what have changed to achieve this growth and what have been done to ...


4

Two things that I would consider in researching this: Perceived Security of Mobile Browsing Research suggests that users view their mobile devices as less secure than their desktop. This could lead to them not wanting to input private data like credit card info into a mobile browser/app checkout. Link to PowerPoint on Perceptions of Risk in Mobile ...


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