Configuring a Document Type Button to Capture a Signature as a Markup from a Signature Device - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential

Depending on your configuration, it may be necessary for you to capture a signature via a signature device (for example, a tablet or a TOPAZ signature pad) as a markup on an existing image template or as its own document.

The ability to capture a signature is controlled at the Document Type level. This allows you to apply signatures to some documents but not others, or to use different methods to apply signatures to documents (for example, capturing a signature as its own document, applying a signature as a markup to a document, and/or applying a Signature Merge "stamp" to another document) within the same Front Office Scanning solution.

To configure a Document Type button to capture a signature:

  1. In the Front Office Scanning configuration file, locate the DocTypes element.
  2. Identify the DocType sub-element associated with the Document Type button you are configuring.
  3. Within the DocType sub-element:
    1. Ensure that no value is set for the SignatureID setting or that the SignatureID setting is not present.
    2. If you are applying a signature as a markup to an existing image template, use the template setting to specify the path to the image template (for example, template="C:\Templates\Acknowledgement.tif")
      Tip:

      For more information on specifying the location of an image template, see Configuring an Input Button to Create Documents from Image Templates.

      If you are capturing the signature as its own document, ensure that the template setting is present, but no value is set for it (i.e., template="")

    3. Set the Scanner setting to a value appropriate for the type of signature device you are using (for example, Scanner="TOPAZ" for a TOPAZ signature pad or Scanner="touchscreen" for a tablet).
  4. Save and close the configuration file.