Signing a Document with an Ad-hoc Signature - 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 sign a document using your own uniquely created signature.

To sign a document with an ad-hoc signature:

  1. Retrieve and open the document you would sign.
  2. Click the Signatures tab.

    The Signatures tab layout is displayed.

  3. If the document is a PDF, click the Enter PDF Signing Mode button.
    Note:

    You can only sign PDF documents if you are licensed for PDF Framework. Contact your system administrator for more information.

    The document enters the PDF signing mode, and the Sign Document button is enabled. When a document enters the PDF signing mode, the PDF toolbar on the document is hidden, and the Enter PDF Signing Mode button is toggled to the Exit PDF Signing Mode button.

    Note:

    In the Image tab, the Transforms and Modify functions are disabled in the PDF signing mode.

  4. Click the Sign Document icon.

    You can also click Sign Document from the drop-down list.

    The Signatures dialog box is displayed at the bottom of the document viewer.

  5. Sign the document by doing one of the following:
    • Signing a signature pad

    • Clicking and dragging the mouse within the signature field

    Note:

    Only one of these options is available. If you are using a signature pad, you do not have the option to sign using the mouse.

  6. Click Apply.
    CAUTION:

    The document may be automatically saved when you apply the signature to the document. Once signatures are saved, they cannot be edited.

    If you are using an LCD signature pad, you can also touch OK on the device's interface to accept the signature.

    The signature is displayed in the top left-hand corner of the document.

  7. If the document is a PDF, click Exit PDF Signing Mode to return to the default document view.
  8. You can move the signature by clicking and dragging it to the location you want it to be permanently placed on the document. You can also change the size of the signature box by clicking and dragging its edges.
    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.

  9. You can modify the appearance of the signature using the options found in the Signatures tab:

    Signature Element

    Description

    Signature Byline

    Add text, such as your name or the date, under a signature by clicking the Signature Byline field and entering the desired text. You can also modify the byline's font size, format, and placement.

    Color

    Change the color of the signature and the signature byline by clicking the Color drop-down and choosing a color.

    Signature Line

    Add a signature line underneath the signature by clicking the Signature Line button.

    Weight

    Change the thickness of the signature by clicking the Weight button and selecting a thickness from the drop-down list.

  10. Click Save to save and burn the signatures on the document.

    Before making the signature a permanent part of the document, you can delete the signature by selecting it and clicking the Delete button.

    If you are saving color signatures on a black and white document, a message is displayed notifying you that saving the signatures requires the image to be converted to color.

    Color documents require more disk space than black and white documents. If you would like to save the signatures with the selected colors, click Save in Color. Else, click Save in Black and White to convert the color signatures to black and white.

    If you have any unsaved signatures upon exiting the document, you are prompted to save them.

Once signatures are saved, they are embedded into the document. They are not tracked as separate objects by OnBase. You will not be able to tell the document is signed unless you view it or view the Document History.