Document Signatures

Our ERP solution provides the possibility to use digital signatures in the Sales, Service and Rental areas. The functionality allows users to store and add signatures to different documents via a Signpad. The function is currently available in the following documents:

• Adding Document Signature via Signpad
  • Printing Document Signature
• Adding Document Signature to Service Worksheet via Signpad
  • Printing Document Signature on Service Worksheet

Adding Document Signature via Signpad

This section describes how to add document signatures via a Signpad. The following example uses a sales order to describe the process. You can apply these steps to the other documents that are mentioned above. As the steps for the worksheet differ slightly, they are explained in a separate section. To read the instructions, click here. To add a document signature, proceed as follows:

• Use the quick search (ALT+Q) to find the Sales Orders page.
• Open the sales order you would like to add a signature for.
• In the menu bar of the sales order, click Actions > Signatures > Add Customer Signature.
• The SignPad Signing dialog window is displayed.
• Add a signature on the Signpad.
• Confirm the signature on the Signpad to display it in the dialog window.
• In the Name field, enter the full name of the signee.
• Click Save in the dialog window once you are satisfied with the signature.
  • Optional If you would like to add a new signature, click Revise in the dialog window. Then add a new signature via the Signpad.
• As soon as you save the signature, it is added to the sales order as a picture.
• To get an overview of the stored signatures, click Actions > Signatures > Show Signatures in the menu bar of the sales order.
• A new dialog window is displayed.
• Optional To save a signature as a local file, click Local Download File in the menu bar of the dialog window.
• Optional To delete a signature, click Remove Signature in the menu bar of the dialog window.
• Click Close to exit the dialog window.

You have successfully added a signature via a Signpad. The next subsection describes how to print a signature on a report.

Printing Document Signature

This section describes how to print signatures on reports. The following example uses a sales order to describe the process. You can apply these steps to the other documents that are mentioned above. As the steps for the worksheet differ slightly, they are explained in a separate section. To read the instructions, click here. The following instructions presuppose that you have already opened a sales order and added one or more signatures. Proceed as follows to print a document signature:

• Click Print/Send > Print Confirmation in the menu bar of an open sales order.
• The Print Wizard is displayed.
• Activate the Print Signatures toggle switch.
• Optional Customize the other settings as required.
• Click Preview to view a preview of the report printout or click Print to print the report.
• Optional Send the printout online via the Send To... option.

You have successfully printed a document signature on a report. The next section describes how to use document signatures in service worksheets.

Adding Document Signature to Service Worksheet via Signpad

This section describes how to add document signatures to service worksheets via a Signpad. To add a document signature, proceed as follows:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Open a service order.
• Navigate to the Lines FastTab.
• Select Line > Worksheet from the menu bar in the Lines FastTab.
• In the menu bar of the worksheet, click Actions > Signatures > Add Signature.
• A dialog window is displayed.
• Select in the dialog window whether you would like to add a signature for a Customer, a Service Foreman or a Service Technician.
• Click OK to confirm your selection.
• The SignPad Signing dialog window is displayed.
• Add a signature on the Signpad.
• Confirm the signature on the Signpad to display it in the dialog window.
• In the Name field, enter the full name of the signee.
• Click Save in the dialog window once you are satisfied with the signature.
  • Optional If you would like to add a new signature, click Revise in the dialog window. Then add a new signature via the Signpad.
• As soon as you save the signature, it is added to the worksheet as a picture.
• To get an overview of the stored signatures, click Actions > Signatures > Show Signatures in the menu bar of the worksheet.
• A new dialog window is displayed.
• Optional To save a signature as a local file, click Local Download File in the menu bar of the dialog window.
• Optional To delete a signature, click Remove Signature in the menu bar of the dialog window.
• Click Close to exit the dialog window.
• Optional Repeat the steps above to add more signatures for a Customer, a Service Foreman or a Service Technician.

You have successfully added one or more signatures to a service worksheet. The next subsection describes how to print a signature on a service worksheet.

Printing Document Signature on Service Worksheet

The following instructions presuppose that you have already opened a worksheet and added one or more signatures. Proceed as follows:

• Click Home > Print... in the menu bar of an open worksheet.
• The Print Wizard is displayed.
• In the Signatures FastTab, activate the toggle switches for those signatures you would like to be printed on the worksheet printout.
• Click Preview to view a preview of the worksheet printout or click Print to print the worksheet report.
• Optional Send the report online via the Send To... option.

You have successfully printed a document signature on a service worksheet.