Document Signatures

TRASER DMS 365 provides the possibility to use digital signatures in the Sales, Service and Rental areas. The functionality allows users to store and add signatures to different documents via a Signpad. The function is currently available in the following documents:

• Setting up Signpad Connection for a User
• Adding Document Signature via Signpad
  • Printing Document Signature
• Adding Document Signature to Service Worksheet via Signpad
  • Printing Document Signature on Service Worksheet

Setting up Signpad Connection for a User

Before a user can add digital signatures via a Signpad, a connection type has to be set up for the user. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the page User Setup.
• A table with all available users is displayed.
• In the SignPad Connection Type field, select the type of connection for the selected user.

You have successfully set up a connection for the use of a Signpad for the selected user. The next section describes how to add document signatures via a Signpad.

Adding Document Signature via Signpad

This section describes how to add document signatures via a Signpad. The following example uses a sales order to describe the process. You can apply these steps to the other documents that are mentioned above. The functionality is the same for all documents. As the steps for the worksheet differ slightly, it is explained in a separate section. To read the instructions, click here. To add a document signature, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Sales Orders.
• Open the sales order you would like to add a signature for.
• In the menu bar of the sales order, click on Actions > Signatures > Add Customer Signature.
• The dialog window SignPad Signing is displayed. You can now add a signature on the Signpad.
• Once you confirm the signature on the Signpad, the signature will be shown in the dialog window.
• In the Name field, enter the full name of the signee.
• Once you are satisfied with your signature, click on Save in the dialog window. If you would like to add a new signature, click on Revise in the dialog window. You can then add a new signature.
• As soon as you save the signature, it will be added to the sales order as a picture.
• To get an overview of the stored signatures, click on Actions > Signatures > Show Signatures in the menu bar of the sales order.
• A new dialog window is displayed. To save a signature as a local file, click on ‌Local Download File in the menu bar of the dialog window. To delete a signature, click on ‌Remove Signature in the menu bar of the dialog window.
• Click Close to exit the dialog window.

You have successfully added a signature via a Signpad. The next subsection describes how to print a signature on a report.

Printing Document Signature

This section describes how to print signatures on reports. The following example uses a sales order to describe the process. You can apply these steps to the other documents that are mentioned above. The functionality is the same for all documents. As the steps for the worksheet differ slightly, it is explained in a separate section. To read the instructions, click here. The following instructions presuppose that you have already opened a sales order and added one or more signatures. Please proceed as follows to print a document signature:

• Click on Print/Send  > Print Confirmation in the menu bar of an open sales order.
• The Print Wizard is displayed.
• Activate the Print Signatures toggle switch. Customize the other settings as required.
• Click on Preview to view a preview of the report printout or click on Print to print the report.
• You can also send the printout online via the Send To... option.

You have successfully printed a document signature on a report. The next section describes how to use document signatures in service worksheets.

Adding Document Signature to Service Worksheet via Signpad

This section describes how to add document signatures to service worksheets via a Signpad. To add a document signature, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Service Orders.
• Open a service order.
• Navigate to the Lines FastTab.
• Select Line > Worksheet from the menu bar in the Lines FastTab.
• In the menu bar of the worksheet, click on Actions > Signatures > Add Signature.
• A dialog window is displayed. Select whether you would like to add a signature for a Customer, a Service Foreman or a Service Technician. Click OK to confirm your selection.
• The dialog window SignPad Signing is displayed. You can now add a signature on the Signpad.
• Once you confirm the signature on the Signpad, the signature will be shown in the dialog window.
• In the Name field, enter the full name of the signee.
• Once you are satisfied with your signature, click on Save in the dialog window. If you would like to add a new signature, click on Revise in the dialog window. You can then add a new signature.
• As soon as you save the signature, it will be added to the worksheet as a picture.
• To get an overview of the stored signatures, click on Actions > Signatures > Show Signatures in the menu bar of the worksheet.
• A new dialog window is displayed. To save a signature as a local file, click on ‌Local Download File in the menu bar of the dialog window. To delete a signature, click on ‌Remove Signature in the menu bar of the dialog window.
• Click Close to exit the dialog window.
• Repeat the steps above to add more signatures for a Customer, a Service Foreman or a Service Technician.

You have successfully added one or more signatures to a service worksheet. The next subsection describes how to print a signature on a service worksheet.

Printing Document Signature on Service Worksheet

The following instructions presuppose that you have already opened a worksheet and added one or more signatures. Please proceed as follows:

• Click on Start  > Print... in the menu bar of an open worksheet.
• The Print Wizard is displayed.
• In the Signatures FastTab, activate the toggle switches for those signatures you would like to be printed on the worksheet printout.
• Click on Preview to view a preview of the worksheet printout or click on Print to print the worksheet report.
• You can also send the report online via the Send To... option.

You have successfully printed a document signature on a service worksheet.