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cats:questions:technical:digitalsignature [2019/10/01 14:16] – [Set up a digital signature] jen | cats:questions:technical:digitalsignature [2019/12/12 16:36] (current) – [Set up a digital signature] jen | ||
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=====How do I attach a digital signature to documents in CATS?===== | =====How do I attach a digital signature to documents in CATS?===== | ||
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CATS allows users to add digital signatures on documents. To do this, you must first set up a digital signature in user settings. | CATS allows users to add digital signatures on documents. To do this, you must first set up a digital signature in user settings. | ||
====Set up a digital signature==== | ====Set up a digital signature==== | ||
From the main menu, go to **User Preferences > User Settings**. Click on the **Documents** tab.\\ | From the main menu, go to **User Preferences > User Settings**. Click on the **Documents** tab.\\ | ||
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**Custom signature text** - Add custom signature text for traffic orders.\\ | **Custom signature text** - Add custom signature text for traffic orders.\\ | ||
**Digital signature path** - Add your signature path for use on contract confirms, price fixing and invoices..\\ | **Digital signature path** - Add your signature path for use on contract confirms, price fixing and invoices..\\ | ||
- | Check the boxes to set any of the following: | + | Check the boxes, on the left, to set any of the following: |
**Use Microsoft Office to generate spreadsheets and documents.**\\ | **Use Microsoft Office to generate spreadsheets and documents.**\\ | ||
- | **Use to generate PDF's.**\\ | + | **Use to generate PDF' |
**Email documents to me instead of opening them.**\\ | **Email documents to me instead of opening them.**\\ | ||
- | **Save a copy of documents to my personal folder.**\\ | + | **Save a copy of documents to my personal folder** |
**Delete generate documents older than 7 days.**\\ | **Delete generate documents older than 7 days.**\\ | ||
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To add a signature on a contract confirmations, | To add a signature on a contract confirmations, | ||
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+ | Choose which signature you will be adding. Also, use size x320y95z40px, | ||
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Check the box **Add my signature**. It will add the signature path specified in user settings. Press **Apply** to continue. | Check the box **Add my signature**. It will add the signature path specified in user settings. Press **Apply** to continue. | ||
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To add a signature to a price fixing letter, follow the same steps as above. | To add a signature to a price fixing letter, follow the same steps as above. | ||
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- | Check the box **Add my signature**. Press **Apply** to continue. | ||
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The signature will now be included on the document. | The signature will now be included on the document. | ||
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====Add Signature to Traffic Orders==== | ====Add Signature to Traffic Orders==== | ||
To add a signature on a traffic order, go to **Sign** on the top menu. | To add a signature on a traffic order, go to **Sign** on the top menu. | ||
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- | Check the box **Add my signature**. Press **Apply** to continue. | + | Check the box **Add my signature**. It will add the signature path specified in user settings. Press **Apply** to continue. Once the box is checked, you will see the signature link in blue on the bottom of your order. |
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+ | This is a traffic order with the signature. | ||
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+ | A printed " | ||
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+ | This is a traffic order with a printed " | ||
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+ | {{tag>" |