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
- Go into Administration > Edit Drop Down Lists
- Find Identification Type/Event > Click Maintain
- 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
- At the bottom of the text, where you would like the digital signature to appear, enter this text EXACTLY as it appears here: %%SignedDocuments%%
- Click Save.
Step 2: Set the form up to collect Digital Signatures.
- Go into Administration > Signatures Administration.
- Use the search field to search for the keyword "identification" - this will help you locate the Identification Services/Event item quickly.
- Click Edit
- If it shows "No Document Configurations have been added yet", click +Create
- 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
- 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
- Click +Save when the form is complete.
Step 3: Set up the receipt to show Digital Signatures.
- Go into Administration > Receipt Administration.
- Click PDF document generation administration
- Locate the entry "Identification services/event" and click on the box to mark it.
- 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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