Signing a Document with an Existing Signature Configuration - 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

Your administrator may have configured an existing signature configuration that you can use to sign a document.

To sign a document using an existing signature configuration:

  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 not available in the PDF signing mode.

  4. If the document is not a PDF, click the Sign Document button to display the drop-down list of existing signature configurations.
  5. Select an existing configuration. An existing configuration may include the following already configured elements:
    • Stored signature

    • Signature location

    • Page signature appears on

    • Signature byline

    • A document auto-saving once a signature is applied to it

    Note:

    A stored signature that is present in the configuration applies the signature automatically to the document upon selecting the configuration unless you have selected the Show my stored signature before applying it to documents User Option. For more information, see Signatures User Options.

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

    Note:

    The field may be populated with a stored signature when you use an existing signature configuration.

  6. Click Apply. The signature is displayed on the document in its configured location.

    If the configuration was designed to use a stored signature, your signature will be stored at this point for later use.

    CAUTION:

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

  7. If the document is a PDF, click Exit PDF Signing Mode to return to the default document view.
  8. Repeat the above procedure to add additional signatures.
    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. 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 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.