Adding a Configured Stamp to a Document - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can add configured stamps to a document for approval.

Note:

For more information on configuring stamps and signature types, see Configuring Signature Types.

To add a configured stamp to your document:

  1. Click the Plan Review tab. The Plan Review project layout is displayed.
  2. From the Available Projects pane, select the Plan Review project with documents to stamp.
  3. From the Project View pane, open the Approved Plan Documents folder. Documents in the folder are displayed in the Project Documents pane.
  4. Select the desired document to be stamped.
  5. From the Plan Review ribbon, click the Stamp button.

    The document is displayed in the Unity Document Viewer.

  6. Click on the Signatures tab.
  7. From the Signatures ribbon, click the Enter PDF Signing Mode button.
    Note:

    The Transforms and Modify functions on the Image tab are not available in PDF Signing Mode.

  8. Click the drop-down arrow on the Sign Document button to expand the drop-down list.
  9. Select the configured stamp you want to add to your document. The stamp is displayed on the document.
  10. Left-click the stamp and drag it to its desired location on the document.
  11. Click the Save button on the Signatures ribbon.

    A comment dialog box is displayed.

  12. Enter a comment, if desired, in the field.
  13. Click OK. Your stamp is saved to your document.