Electronic Signature/Countersignature

Discussions related to ReadyDoc development.
Post Reply
tampomah
Posts: 2
Joined: Fri Nov 22, 2019 4:09 pm

Electronic Signature/Countersignature

Post by tampomah » Mon Nov 25, 2019 10:02 am

I have coded a document and I am being requested to add something similar to the countersignature field we use on our commitments. We have a lookup table built to handle those signatures and then they populate on our document through the coding after chosen. So we do use that field already.

I know we can annotate and have the signatures set-up within the profiles, but we would prefer that document be coded similar to what I did with the commitment.

We have custom screens set-up and the signature is going to be tied to the closing side of the transaction, so the countersignature field does not work. Is there another field that I am not thinking of that I can build a lookup table for signatures in? From my understanding, at this time there is no way to code a document to pull in the electronic signature from the user profile, other than using the annotate function, or has that changed? Any ideas or suggestions so I can finish building this document out.

Thanks

BobRichards
Posts: 813
Joined: Wed Jan 15, 2014 3:50 pm
Location: Raleigh, NC
Contact:

Re: Electronic Signature/Countersignature

Post by BobRichards » Mon Nov 25, 2019 11:52 am

From those fine folks in doc support...
We can’t create a custom field to work with a Lookuptable, but there are ways to pull the signature image from the user profile. I would need to know who’s signature we want to pull (i.e. the current user, escrow officer, escrow officer assistant), but The node that pulls the signature image is “.SignatureImage”. We also typically use a height formatter which dictates how large the signature image is on the doc. For example; {{Select.CurrentUser.SignatureImage HEIGHT15}} would show the person’s signature image who is rendering the document. {{Order.Escrow.Officer.SignatureImage HEIGHT15}} will show the signature image of whomever you have selected in the Escrow Officer Drop Down. There are quite a few dropdown menu’s in the Status screen that list all of the user’s names to choose from. Just like the Lookup table, we cannot create a custom drop down menu that lists all of your users, so in order to pull the signature image, you would need to use one of the existing drop downs.

Additionally this code: {{Select.Users.SignatureImage HEIGHT15}} will prompt to choose which user’s signature to pull in.

Hope that helps!
Bob Richards, Software Developer, SoftPro

tampomah
Posts: 2
Joined: Fri Nov 22, 2019 4:09 pm

Re: Electronic Signature/Countersignature

Post by tampomah » Thu Dec 05, 2019 1:50 pm

Thank you, for some reason I thought we had tried it earlier, pulling a signature file from the profile and there was a bug. I will try this out, I must be thinking of something else, thanks for your assistance.

Post Reply