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.
Document Category – select the ‘Conditional Print
Items’ category
Data Item – select the required PDF Form Item.
A PDF Form Item will be displayed on the document mask.
You can stretch the size of the item by selecting the item
and positioning the mouse on the ‘border’ so that the re-size cursor displays
and drag to re-size as required.
You can re-position the item by selecting the item and
dragging to where required.
Once defined use the save option to exit the designer.
Article ID: 2314 Created On: Thu, Oct 17, 2024 at 10:46 AM Last Updated On: Thu, Oct 17, 2024 at 11:02 AM
