Capture Signature for Service Quote

This chapter describes how you can capture a signature for a service quote.

Note

Print signature area in Reports
Our report design app (Beyond ReportsV2) allows you to print digitally captured signatures in reports. The corresponding setting can be found in the chapter Beyond ReportsV2: Define Print Settings under Signature Area. This option must be activated if the captured signatures are to be printed in the report. If you have any questions on this topic, please contact us, our contact details can be found in the chapter Preface.

To capture a signature for a service quote, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Service Quotes and click on the corresponding search result.
  3. The Service Quotes list is displayed.
  4. Select the service quote from the list for which you would like to capture a signature.
  5. The card of the service quote is displayed.
  6. From the main menu, select the option Home > Signature.
    capture-signature-for-service-quote
  7. The Signature Pad window is displayed.
    capture-signature-dialog
  8. If required, you can edit the field values in the Name and City fields. By default, these are filled with information from the document card.
  9. Have the business partner sign it.
    signature-captured
  10. After entering the signature, you can save it by clicking the Save button.
  11. Close the Signature Pad window.

You have captured a signature.