The following table provides an overview of the file types you can sign in different environments. The table includes the conditions necessary to sign the file type, including the necessary modules, the appropriate OnBase clients, and the methods by which you are able to sign the file type in the specified environment.
For more information on signing documents in a specific module, see the corresponding module reference guide.
File Type |
Conditions |
---|---|
Image |
Signature Pad Interface (TWAIN)
Integration for DocuSign eSignature
Note:
When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module. |
Text |
Integration for DocuSign eSignature
Note:
When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module. |
|
Signature Pad Interface (TWAIN)
Note:
You must also be licensed for PDF Framework to sign PDF documents using the Signature Pad Interface in the Unity Client. Integration for DocuSign eSignature
Note:
When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module. |
E-Form |
Signature Pad Interface (TWAIN)
|
Unity Form |
Unity Forms
|
Microsoft Word, Excel, and PowerPoint |
Integration for DocuSign eSignature
Note:
When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module. |