Signing an Image Document - 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
  1. Retrieve and open the image document you would like to sign.
  2. Open the Signature Capture dialog box in one of the following ways:
    • Click the Signature Pad toolbar button.

    • Select Document | Capture Signature from Tablet.

      Note:

      When another user has a lock on the document, Capture Signature from Tablet is unavailable.

    • Right-click and select Redaction Bitmaps | Capture From Signature Pad.

      Note:

      When another user has a lock on the document, Capture From Signature Pad is unavailable.

  3. The Signature Capture dialog box is displayed:
  4. Sign the signature pad. If the signature is acceptable, continue to the next step. If the signature is not acceptable, click Clear Signature to remove it and re-sign the signature pad. Click Cancel to close the Signature Capture dialog box and return to the document.
  5. Select the Apply Signature to All Pages check box to apply this signature to all pages in the document. Depending on your configuration, this check box may be automatically selected.
  6. Depending on your configuration, locations may be available in the right pane of the Signature Capture dialog box. These locations indicate the area on the image document where signatures captured with the signature pad will be placed. Select a location, if applicable. To cancel selection of a location, click Clear Location.
    Note:

    Selecting Apply Signature to All Pages overrides any configured signature location page options.

  7. Click Accept to accept the signature and return to the document.
  8. Depending on your configuration, you may be able to position the signature on the document by clicking the signature to select it, dragging it to the desired position, and dropping it by deselecting it. You can also resize the signature.
  9. Repeat steps 4 through 8 to add additional signatures.
  10. If you were able to position the signature on the document in step 8 above, you can delete the signature by right-clicking the Status Bar and choosing Redaction Bitmaps | Delete redaction bitmap or Redaction Bitmaps | Delete all redaction bitmaps.
    CAUTION:

    You can only delete redaction bitmaps before creating a redacted image. Once the signature is burned into the image, it cannot be removed. The original image is altered, no additional document is created.

    CAUTION:

    If a note, redaction, burned markup, or deficiency is not in the location you expect, do not save or sign the document until the location has been corrected by your system administrator. When the document is saved or signed, the pending redaction, burned markup, or deficiency is permanently placed in the shifted location. The shifting of notes that do not permanently alter the document can be corrected any time by your system administrator.

  11. When you are satisfied with the signature or signatures, save and burn them onto the document by right-clicking the Status Bar and selecting Redaction Bitmaps | Create Redacted Image.
    Note:

    Closing the OnBase client application will not prompt you to save, and any unsaved signatures will be lost. You cannot save signatures if you have unsaved markups on a document.

    Note:

    When another user has a lock on the document, Create Redacted Image is unavailable.

  12. The signatures become part of the document. Although the signature is a permanent part of the document, it is not tracked by OnBase. It is also possible to have more than one type of signature on a document. If you have a Digital Signature on the same document as a redacted bitmap signature, only the Digital Signature will be tracked in the footer of the document.

    See the following example - This document has been signed using a redact bitmap. The signature is clearly present and the document can be printed or e-mailed with the signature intact. It has been burned into the document and is a permanent part of the document, but retains no authentication properties in OnBase.