How to collect a Digital Signature on an Identification Services/Event Receipt

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If your site is enabled for Digital Signatures, and you would like to collect digital signatures via your Identification Services/Event Receipts, you will need to perform the following tasks. 

You will need access to the Administration menu to perform these tasks. 

Step 1: Prepare the document to receive Digital Signatures

  1. Go into Administration > Edit Drop Down Lists
  2. Find Identification Type/Event > Click Maintain
  3. Locate the item you wish to apply the digital signature to in the list and click View, then click Edit to activate the text canvas
    • If the document does not yet exist, click Add New Record and fill the template in as normal. For more information on how to do this, see our help guide HERE
  4. At the bottom of the text, where you would like the digital signature to appear, enter this text EXACTLY as it appears here:    %%SignedDocuments%%
  5. Click Save

Step 2: Set the form up to collect Digital Signatures. 

  1. Go into Administration > Signatures Administration.
  2. Use the search field to search for the keyword "identification" - this will help you locate the Identification Services/Event item quickly. 
  3. Click Edit
  4. If it shows "No Document Configurations have been added yet", click +Create
  5. Select the Region/Physical Location as required, click on Is Enabled to mark it.
    • Also, mark if you would like to Sign Offline or have delayed signing if you would like to
  6. If you only require one signature for these documents, click +Save now. 
    • If you require additional signatures, enter the heading for the additional signatures (e.g. "Witness") and click +Add
    • Repeat for any additional signatures from there
  7. Click +Save when the form is complete. 

Step 3: Set up the receipt to show Digital Signatures. 

  1. Go into Administration > Receipt Administration
  2. Click PDF document generation administration
  3. Locate the entry "Identification services/event" and click on the box to mark it. 
  4. Click Save Generation Options

You are now all set up and ready to start using Digital Signatures with your Identification Services/Events!

*For additional information, or to enable digital signatures for your site, contact support@shelterbuddy.com 

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