Tables

Attach Electronic Signatures

This topic provides information on how to attach an electronic signature to an Employee Code for purposes of printing on designated forms throughout JobBOSS².

Forms That Allow Electronic Signatures

The following forms allow for electronic signatures:

• Quote
• Acknowledgment
• Certification
• Customer Return Authorization
• Packing List
• Purchase order
• Outside Delivery Ticket
• Receiver
• Vendor Request for Quote
• Debit Memo

Attaching The Signature

1. Add the desired signature image files to the Repository Manager.
   • Supported image formats are JPG, BMP, TIF, and PNG.
   • The image should have a ratio of 9 (width) to 1 (length) in size, such as 3600 x 400 pixels.

   For more information see Repository Manager, Documents, and Images.

2. Edit each Employee Code that should be able to attach a signature to one or more of the eligible forms. On each code:
   1. Associate a User ID (in the General Section) for the person that will log in to JobBOSS² to generate the forms.
      • The User ID selected cannot be associated with more than one Employee Code to avoid issues with printing signatures.
   2. Select the appropriate image in the Signature Section.

   For more information see Employees.

Printing The Signature

1. On records that identify a specific employee as the "responsible person" - such as the Quoted By field on quotes - verify the correct Employee Code is selected.
   • This determines which signature to print on the generated forms for that record.
   • If this is left blank or if the record does not provide a "responsible person" field (such as orders), the system will use the signature associated with the User ID / Employee Code of the person currently logged in to JobBOSS².
2. In the print spool for the selected form, place check in the Include Signature box.
   • This will typically be in the Print Defaults Box of the form.
3. Generate the form to the desired output.

For more information see Generating Reports in JobBOSS2.