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Chad Bingham

Chad Bingham

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Overview

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How To Enable

To sign with Native E-Sign, the customer must first turn on the feature by setting the property EnableNativeESign to TRUE. This will cause the 'Sign' button on the user's forms to use this signing feature. 


How To Use

After Native E-Sign has been enabled, The 'Sign' button on the user's forms will now use this feature. When the user clicks the SIGN button at the top of the form, the page will automatically scroll to each page that needs a signature, in the order of the role signing order (established by the Quik! Field Definition). The user will then click the signature field and view the Native E-Sign Popup to sign. Once the user has signed, clicking the SAVE button will cause the next signature field to appear. 


Native E-Sign Popup

User Interface

This is what the user interface looks like when a user clicks on a signature field – the native e-sign capture pop-up appears.

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Steps

  1. User clicks on a signature field.
  2. The Native E-Sign Popup appears.
  3. User signs with their mouse, finger or stylus in the grey box.
  4. User clicks Done button and their signature is displayed in the signature field originally clicked.


Device Support

The Native E-Sign feature is supported to work across a broad range of devices and browsers.

Current supported list of devices:

  • iPad
  • iPhone
  • Android tablets
  • Android phones
  • Windows phone
  • PC
  • Mac

Current supported list of browsers:

  • Internet Explorer 10 and 11
  • Microsoft Edge
  • Chrome
  • Firefox
  • Safari


Important Information

Non-Editable PDF

When a form has been signed it is converted into a locked or un-editable PDF.

Signature Fields

Signature fields are displayed on the form with a yellow background and the words “CLICK TO SIGN” displayed in the field area.

Page Navigation Indicators

The page navigation on the right side of the screen will display a triangle icon in red, yellow or green at the upper-right corner of the page thumbnail to indicate a page that contains a signature.

  • A green triangle indicates that a signature has been done for this page.
  • The yellow triangle indicates that a signature is incomplete and still needs to be signed.
  • The red triangle indicates that user clicked the submit button before completing a signature. The yellow triangle should turn red after the submit event for empty signatures.