Using Signatures Attached with EPad

After a customer signs for a transaction on the EPad Signature Capture device and you accept the signature, the system attaches the signature to the invoice on the Eclipse system. View the attached signature from the invoice on the Eclipse system.

In addition to viewing signatures, you can print, fax, or e-mail the invoices with the attached signature.

Note: You must have additional code installed with Document Imaging to print or fax invoices with attached signatures. You must have VSI-FAX to e-mail invoices with attached signatures. Contact Eclipse Advance Technical support for more information.

To view an attached signature:

  1. From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.

  2. Display the invoice you want to view.

  3. Double click on the *i* – displayed in the upper right corner of the screen – to display the Attachments screen.

  4. Select the imaged signature from the list to display the following:

  1. After viewing the attached signature, click OK to return to the Sales Order Entry screen.

  2. Press Esc and then F12 to exit all screens.

To print, fax, or e-mail an invoice with its attached signature:

  1. From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.

  2. Display the invoice you want to view.

  3. Press Esc to display the Sales Order Status screen.

  4. For the generation to which the signature is attached, place the cursor in the Prt field.

  5. In the Prt field, press F10 and select one of the following:

Selection

Function

Y – Yes Print

Prints the invoice with the attached signature.

Press Esc to print the invoice and return to the Sales Order Entry screen.

F – Fax

Faxes the invoice with the attached signature.

  • Press Esc to display the Fax Memo screen.

  • Populate the screen, as necessary.

  • Press Esc to send the fax and return to the Sales Order Entry screen.

A – E-mail

E-mails the invoice with the attached signature.

  • Press Esc to display the e-mail format prompt.

  • At the prompt, enter the format in which to send the e-mail and display the Send E-mail screen.

  • Populate the screen, as necessary.

  • Press Esc to send the e-mail and return to the Sales Order Entry screen.

 

  1. Press F12 to exit the Sales Order Entry screen.

See Also:

Capturing Signatures with EPad

Signature Capture and Document Imaging Guidelines

EPad Overview

Troubleshooting EPad

Opening File Attachments

Using Indexer Menus

Using Image Tools