cats:questions:technical:digitalsignature

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cats:questions:technical:digitalsignature [2019/10/03 16:01] – [Add Signature to Traffic Orders] jencats: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?=====
 +{{entry>0;Digital signature;-}}
 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.\\ 
-[{{:cats:questions:technical:usersettings_documenttab.png|}}]+[{{:cats:questions:technical:usersettings_documenttab.png|User settings document tab}}]
 **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, on the left, 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's**- Use drop down to choose program.\\ 
 **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** - Use ... to choose 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, go to **Sign** on the top menu. To add a signature on a contract confirmations, go to **Sign** on the top menu.
 [{{:cats:questions:technical:signature_signcontr.png|add signature to contract confirmation}}] [{{:cats:questions:technical:signature_signcontr.png|add signature to contract confirmation}}]
 +Choose which signature you will be adding. Also, use size x320y95z40px, for best image quality.
 +[{{:cats:questions:technical:signature_choosesignature.png|}}]
 +
 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. 
 [{{:cats:questions:technical:signature_addtocontract.png|add signature path}}] [{{:cats:questions:technical:signature_addtocontract.png|add signature path}}]
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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.
 [{{:cats:questions:technical:signature_addtopricefixing.png|add signature to price fixing letter}}] [{{:cats:questions:technical:signature_addtopricefixing.png|add signature to price fixing letter}}]
- 
-Check the box **Add my signature**. Press **Apply** to continue.  
-[{{:cats:questions:technical:signature_addtocontract.png|add signature path}}] 
  
 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.
-[] +[{{:cats:questions:technical:signature_addtotrafficorder.png?800|}}] 
-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. Once the box is checked, you will see the signature link in blue on the bottom of your order. 
 +[{{:cats:questions:technical:signature_addmysignaturebx.png?800|Check the add my signature box}}] 
 +This is a traffic order with the signature. 
 +[{{:cats:questions:technical:signature_justsignature.png|Sample DO with signature applied}}] 
 + 
 + 
 +A printed "signed by" name can also be added. Go to **Edit** on the top menu. Once in edit mode, type your name under signed by. Press **Save**. This will be in print, not a signature. 
 +[{{:cats:questions:technical:signature_editsignedby.png?800|}}] 
 +This is a traffic order with a printed "signed by" name.  
 +[{{:cats:questions:technical:signature_justsignedby.png|}}] 
 + 
  
 +{{tag>"digital signature" "adding a signature"}}
  • cats/questions/technical/digitalsignature.1570118500.txt.gz
  • Last modified: 2019/10/03 16:01
  • by jen