Configuring a Signature Merge - 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

A Signature Merge is a feature that allows signatures captured by a TOPAZ device to be stamped on a document scanned/created in the Front Office Scanning client.

Note:

Signatures may also be added as a markup to a document, as opposed to stamping them on a document. For more information on adding a signature as a markup, see Configuring a Document Type Button to Capture a Signature as a Markup from a Signature Device.

Unlike a Document Merge Item or a Data Set Keyword Merge, a Signature Merge allows you to only stamp the signatures captured from a TOPAZ device on a document; overlays and/or data values (document metadata or Keyword Values) cannot be stamped onto a document using a Signature Merge.

Like a Data Set Keyword Merge, a Signature Merge is specific to Front Office Scanning and is configured in the Front Office Scanning configuration file, not the OnBase Configuration module.

The Signature Merge is completely configurable; you can configure the page and the location that the signatures are applied to. You can even configure a Front Office Scanning user's signature to be captured, stored on disk, and stamped on documents as needed.

Note:

Capturing a signature on file requires additional configuration. See Configuring a Document Type Button to Use a Signature on File.

The ability to apply a Signature Merge is controlled at the Document Type level. This allows you to apply multiple Signature Merge Items to a single document, to apply different Signature Merge Items to each Document Type, or to decide not to apply a Signature Merge to a Document Type at all.

There are two steps needed to configure a Signature Merge:

  1. Configure the Signature Merge Item in the Front Office Scanning Configuration File. See Configuring a Signature Merge Item.
  2. Assign the Signature Merge Item to One or More Document Type Buttons. See Assigning a Signature Merge Item to a Document Type Button.