Setting Up Electronic Signatures

  1. Open the Electronic Signature Setup form.
  2. The Signature Type field lists the three types of signatures:
    • SRO Material Posting
    • Sales Order Shipping
    • Purchase Order Receiving
  3. To designate that a transaction requires a signature, select Enabled next to the signature type.
  4. Select Allow Batch Signatures to enable the capture of one signature for multiple transactions.
  5. Save the record.
  6. Proceed with designating which users have authorization to electronically sign applicable processes.
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