The Integration for D+H Phoenix Document Storage component is available from Adobe Reader or Acrobat and has the following capabilities:
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Converting a PDF to an image.
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Capturing all of the required signatures with a signature pad.
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Rendering the signatures on the document.
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Previewing the signatures on the document.
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Printing the document.
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Storing the signed document in OnBase.
To use the Document Storage component:
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From Adobe Reader or Adobe Acrobat, select Document | Launch
Signature Process or click the Launch Signature
Process toolbar button:
Note:
If the toolbar button is not available, enable it by selecting Tools | Customize Toolbars and clicking Launch Signature Process.
The PDF is converted to an image file. When conversion is complete, the Progress Status dialog box is displayed and the Integration for D+H Phoenix connects to the OnBase Application Server to verify that the database is properly licensed.Tip: To close the Progress Status dialog box, press ALT+C. -
If the form requires signatures, the Signature Capture dialog box is displayed:
Note:
HHP signature pads do not support signature preview. If you are using an HHP signature pad, the signature preview area in the Signature Capture dialog box will not be displayed.
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The user signing the document must do one of the following:
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If Sign is displayed, sign your full signature.
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If Initial is displayed, sign only your initials.
Note: The name of the user signing the form and a description of the signature may also be displayed. -
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Once signed, the user signing the document must do one of the following:
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If the signature is acceptable, click OK on the signature pad. A submission confirmation message is displayed.
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If the signature needs to be redone, click Clear on the signature pad and sign again.
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To cancel the entire process, click Cancel in the Signature Capture dialog box.
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The user accepting the document must do one of the following:
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If the signature is acceptable, click OK.
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If the signature is unacceptable, click Cancel and sign again on the signature pad.
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- Add all required signatures as needed. The captured signatures are automatically burned into the image and the Document Preview dialog box is displayed.
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Use the following functionalities to review the signed document:
Functionality
Keyboard Shortcut
Description
Fit to Window
ALT+F
Fit to Window resizes the document page so that its height is the same as the height of the document display area.
Previous Page
ALT+P
Previous Page displays the preceding page of a multi-page document.
Next Page
ALT+N
Next Page displays the following page of a multi-page document.
A page label displays the current page number and the total number of pages in the following format: Page: <Current Page #> / <Total Pages>.
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The user accepting the signatures must do one of the following:
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Click Approve or press ALT+A to approve the document. The document is printed to the default Windows printer on the workstation and is stored in OnBase.
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Click Cancel or press ALT+C to discard the document. A confirmation message is displayed.
Tip: If an error occurs during the signature process, you can display error information by pressing ALT+E.
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