Configuring Signature Settings - Signature Pad Interface (TWAIN) - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Signature Pad Interface (TWAIN)

Platform
OnBase
Product
Signature Pad Interface (TWAIN)
Release
Foundation 22.1
License
Standard
Essential
Premier

You can configure signature settings for specific Document Types. To configure signature settings:

  1. From the Signature Configuration tab, click the Get Started button. This launches the wizard, which will walk you through the process.

    The Document Type Selection page is displayed.

  2. Select the appropriate Document Type Group from the Document Type Group drop-down list.
  3. Select the appropriate Document Type from the Document Types drop-down list.
    CAUTION:

    When a document from a non-revisable Document Type is signed, existing notes and annotations from the original document are not copied to the newly signed document. If the Prompt to overwrite or create new document revision setting is selected for the Document Type, the original document and its notes are automatically purged when a signature is saved on it. For more information on revisions, see the EDM Services documentation.

  4. Click Continue. The Sample Document Selection page is displayed.
  5. In the Sample Document field, type the full path to the sample document, or click Browse. Upon clicking Browse, the Windows Open dialog is displayed. Navigate to and select a sample document.
    The sample document should be a document similar to the documents being used in the selected Document Type. If the document is a completely different size, you run the risk of the signature being cut off or not appearing in the correct location.
  6. Click Continue. The following screen is displayed.
  7. You are prompted that you need to draw a rectangle to your desired size on the document you selected by clicking and dragging your mouse across the page. Signatures will be placed in the bounds of this rectangle. Click Finish to draw your rectangle.
  8. The sample document is displayed.
    Tip:

    The Constrain Proportions button on the Signature Configuration tab is selected by default. When this button is selected, a fixed ratio for the signature rectangle is maintained. To draw the box without a fixed ratio, deselect the Constrain Proportions button. Holding down the Shift key while clicking and dragging the mouse when the button is not selected will have the same effect if the button was selected.

  9. Find the desired signature location where you would like the signature to appear on the document. Using the mouse, click and drag the area where you would like the signature to display.

    You can zoom in or zoom out of the document to get a better idea of where you need to place the signature. Use the Scale buttons to change the how the document is displayed:

    Scale

    Description

    Zoom In

    Zoom In magnifies the view of a document, reducing the portion that is visible. Every zoom increases magnification by one third.

    You can also zoom in by pressing Ctrl + Plus Sign.

    Note:

    The Plus key on the number pad cannot be used to zoom in.

    Zoom Out

    Zoom Out reduces the magnification of a document, increasing the portion that is visible. Every zoom reduces magnification by one third.

    You can also zoom out by pressing Ctrl + Minus Sign.

    Note:

    The Minus key on the number pad cannot be used to zoom out.

    Sizing

    Sizing options allow you to select a standard sizing option. Select a specific percentage of reduction or magnification (25%, 50%, 75%, 100%, or 200%), Fit To Width, or Fit To Window. You can also type a custom scale.

    Also displays the current magnification percentage whenever the Zoom In or the Zoom Out options are used.

    Note:

    Fit To Width is selected by default.

    Actual Size

    Actual Size displays the document in its actual size (as it is stored in OnBase).

    Fit To Width

    Fit To Width resizes the document page so that its width is the same as the width of the document display area.

    Fit To Window

    Fit To Window resizes the document page so that the entire document is displayed in the window.

  10. After releasing the mouse button, the Signatures page of the wizard is displayed.
  11. In the New Signature Name field, enter a name for the signature that will be recognizable to the person(s) signing the document (e.g., "Manager," "Supervisor," the person's name).
  12. Click Continue. The Signature Text Options page is displayed.
  13. Enter the desired text you'd like to see underneath the signature (i.e., the signature byline) into the Signature Text field. This can be static text, such as a name or title. To add dynamic placeholders to the byline (e.g., the User Name, Date, Keyword Types, etc.), enter the appropriate symbol into the Signature Text field, or select each one from the Placeholders drop-down list and click Add.
    Note:

    These options apply to all locations for the signature you are configuring.

    Note:

    The Signature Text field is limited to 255 characters.

    Placeholder

    Symbol

    Description

    User Name

    %U

    Displays the name of the user signing the document.

    Real User Name

    %N

    Displays the real name of the user signing the document as entered in the User Settings dialog box of the User Names & Passwords Configuration menu.

    Note:

    If a value for the real name of the user has not been entered, this placeholder will be skipped when a signature is applied.

    Date

    %D

    Displays the date the document is signed.

    Date/Time

    %T

    Displays the date and time the document is signed.

    Keywords

    %K<keyword number>

    Displays a Keyword Value stored for the document.

    Keyword Substring

    %K<keyword number>%S<first character>.<minimum length>

    Displays a specified substring of a Keyword Value stored for the document.

    To display only substrings of alphanumeric Keyword Values, select the Use Alphanumeric Keyword Substring option before adding a Keyword Type to the byline. Substrings can only be displayed for alphanumeric Keyword Types. Details on configuring substrings follow this table.

    Select the Use Alphanumeric Keyword Substring option before adding an alphanumeric Keyword Type to control what part of the Keyword Value is displayed in the byline. The Substring Format controls are displayed.

    Note:

    You cannot display substrings of the system Keyword Types (i.e., User Name, Real User Name, Date, and Date/Time).

    Do the following:

    1. In the First character position to display field, enter the position of the first character in the Keyword Value to be displayed in the byline as part of the substring. For example, if a substring of the Keyword Value Rec Manager is to be displayed in the string and the first character to be displayed is set to 5, the substring of the Keyword Value begins with M.
      Note:

      This value must be greater than 1.

    2. In the Minimum width of keyword value to display field, enter the minimum length of the Keyword Value to be displayed in the byline. If the Keyword Value is shorter than the minimum length, the value is padded with spaces on the right to reach the minimum length. If the Keyword Value is longer than the minimum length, this value has no effect on how the substring is displayed.
    3. Add the desired alphanumeric Keyword Type to the byline by selecting it from the Placeholders drop-down list and clicking Add.
  14. Modify the way the text is displayed using the Signature Text Styling options. By default, the text displayed is left-aligned without formatting.
  15. Click Continue. The Signature Options page is displayed.
    Note:

    These options apply to all locations for the signature you are configuring.

  16. Select the appropriate page option from the Page Options drop-down list:

    Option

    Description

    Apply to All Pages

    Applies the signature to all pages of the document.

    Apply to Current Page

    Applies the signature to the page displayed in the document viewer.

    Apply to Specific Page

    Applies the signature to the page number of the sample document you configured. For example, if you have a five-page sample document and drew the signature rectangle in page two, the signature would appear on page two of the document you are signing.

  17. Select any other options you would like to apply to the signature:

    Option

    Description

    Add signature line below signature

    Adds a line below the signature and above the signature byline once the signature is applied.

    To set the default weight of the signature line:

    1. From the Configuration module, select Users | Global Client Settings.

    2. On the Digital Signature tab, select a weight from the Unity Client Signature Line Weight drop-down list.

    3. Click Save.

    Automatically save document after signature has been applied

    Saves the document immediately after the user signs the document and either clicks Apply in the Signatures dialog box or touches OK on an LCD signature pad's interface.

    CAUTION:

    If you are using this option, test the configuration before allowing users to sign documents in production. When a Document Type is configured to be Non Revisable - Prompt to overwrite or create new document in a system licensed for EDM Services, original documents are permanently altered after the user applies the signature. For more information on revision settings, see the EDM Services documentation.

    Use stored signature if present

    Inserts one of the user's stored signatures into the signature field of the Signatures dialog box.

    If there is no stored signature present, the user's signature is stored upon signing the document if this option is selected.

  18. Click Finish.
  19. The Document Type will populate the Configured Document Types panel in the Signature Administration layout.