Digital Signatures - Increase No of PDF Form Items

For Datafile 2021 we added the additional application Digital Signatures. This added the ability to add PDF Form Fields to your Sales and Purchase Order Processing documents meaning that you could send a quote to a customer and ask them to update the PDF and return it with their order number, order date, confirmed signature and so on.

The first iteration of this application allowed for 5 PDF Form items per document, this has now been increased to 16 items.

Installation

Document Design

The PDF Form items need to be updated on to the appropriate documents. To update select Installationfrom the main menu followed by Application Manager and then Document Design Manager. Select the Sales Order or Purchase Order Processing application and then, typically, the Acknowledgement document type before selecting the document number to be amended and the document mask will be displayed. Select the Parameters option from the ribbon then use the Action button to move to parameter screen 14.

Use PDF Form Items – set to enable the use of PDF Form Items. Once set a pop-up parameter screen will be displayed to allow configuration of the form items.

Text – enter a descriptive text label for form item.

Item – reference the data item on the Order Header file to be updated with the form item content when returned.

Type – enter the form item type. Available options are:

·Signature

·Text

·Date

·Number

Line/Column – usually left zero when defining within the document parameters, once the form item has been defined you can position the form items from the document mask. You can set the top left position for the form item from here if required.

Once defined you can click OK to return to the document mask.

To add the defined PDF form item right-click on the document mask and select the Data Item option.