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Introduction
Clients have frequently requested the ability to have multiple signatures or annotations linked solely to their accounts. This will replace the old method, where clients were limited to a single signature. Moving forward, clients will be able to have more than one option. Previously, they could only have one signature, which often led treasurers to create multiple accounts to accommodate their needs. This new method will allow clients to add a logo, signature, "then and now" stamp, or any other item they feel would benefit them when reviewing forms.
Create New
This feature is located under Admin > Users.
To view users you must be an admin of the site. If you do not have admin permissions, please reach out to a current admin.
- Locate the user you wish to add a signature/annotation to and click on edit, to allow editing of their user profile.
- Image Annotation is located on the details tab of the user profile, this is the default tab on the users profile when editing.
- Clicking New under the Image Annotation section will provide a pop up box in order to create a new signature/annotation.
- Choosing a Name is how your signatures/annotations will differentiate from one another when selecting one to be placed on a document. Filling this out is a requirement.
- The Description field is for you to differentiate between your signatures in the Image Annotation box on your profile. This will auto-fill based on the name, but can be changed to fit your specific needs. Filling this out is a requirement.
- Permanent check box will allow for the the signature/annotation to be burned into the document.
- Paired Item will allow for a date field to be placed with the signature/annotation when added to a document.
- Upload Image will open your file explorer on your computer in order to select the file to be used for your signature/annotation.
- Once you have everything completed you can click on the Save button and it will save your signature/annotation to your Image Annotation box.
- Clicking Cancel will close out of the pop up box and will not add anything to your Image Annotation list.
- Since the user profile is in Edit, you must click on user profile Save button in order to save the signature/annotation to the profile.
How to Video
Edit Signature/Annotation
- Pencil Icon will open the signature/annotation pop up box in order to edit.
- Editing works the same as when creating a New signature/annotation, with the exception you are unable to change the original image. All other fields are editable.
- Once you have completed your changes click on the Save button and it will save your changes to the Image Annotation box.
- Clicking Cancel will close out of the pop up box and your edits will be discarded.
- Since the user profile is in Edit, you must click on user profile Save button in order to save the signature/annotation to the profile.
How to Video
Deleting a Signature/Annotation
- In order to Delete, click on the X next to the signature/annotation you wish to remove.
- A Confirm Delete pop up will display asking, "Are you sure you wish to delete the 'NameOfSig' image annotation?
- Clicking Yes will delete the annotation from the Image Annotation list. However, since the user profile is in Edit, you must click on user profile Save button in order to save the signature/annotation to the profile.
- Clicking No will close the pop up and the signature/annotation will remain.
How to Video
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