Stamping a Signature on an E-Form - 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, signatures captured by a signature device (for example, a TOPAZ signature pad or a mouse/stylus) can be stamped on a pre-defined area of the E-Form (similar to image templates).

In order to stamp a signature on an E-Form, the E-Form is first converted to an image document and then the signature is applied to it.

To stamp a signature on an E-Form:

  1. After creating the E-Form, click the Sign Form button, displayed in the Scan/Create Document window below the Document date field.

    The E-Form is converted into a bi-tonal image document, and the image is displayed in Full Screen view in the background.

    Note:

    E-Forms cannot be viewed in Full Screen view; however, once the E-Form is converted to an image so the signature markup can be added, it can be displayed in Full Screen view.

    An additional button (the Sign toolbar button) is now displayed in the Markup toolbar.

  2. The Signature Capture window is displayed in the foreground, and the area of the image where the signature will be displayed is highlighted in Full Screen view in the background.
  3. If your Front Office Scanning configuration specifies that certain signatures are not required to be stamped on the document, an additional button (the Skip Signing button) is displayed in the Signature Capture window.
    To skip the signature, click Skip Signing. The signature is marked as completed without being stamped on the image template. If the document is configured for multiple signature areas and you click the Sign button again, the Signature Capture window is displayed for the next signature, which can be signed or skipped as needed.
  4. Sign the signature device.
  5. Click Accept. The signature markup is "stamped" onto the proper location on the image.
    Note:

    If you click Cancel, you will be returned to the Full Screen view. To return to the Signature Capture window, click the Sign button in the Markup toolbar.

  6. Steps 1-4 are repeated for each signature required for the document.