Disclaimer (JOB IN FORM) Signed by ALL Customers

[pops1000uk]

Job in sheet that customer signs.

I use a Topaz Signature usb gadget. I print this report to file. It opens in Adobe, then the customer signs the form electronically. This then saves to CommitCRM as a document.

[oldmuttonhead]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

Are you using full Adobe to put the signature on the file?

[pops1000uk]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

Yes, Adobe handles the signature & stores it as PDF withinCommitCRM. Good thing about the Toopaz system is that it digitally encrypts it so that it can’t be changed so can be argued i court if ever needed.

[oldmuttonhead]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

I was asking because I have a Topaz as well, but I don't have the full version of Acrobat. I would LOVE to have this digitally stored. Right now, we print a ticket that we have designed and they sign it and we file our copy in a filing cabinet. It's not a high-tech solution for a supposedly high-tech company. :)

[pops1000uk]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

Yeah i know what you mean. I did the same but eneded up buying a copy off ebay to get me going works very well i just print to file, adobe opens then click sign, customer writes signature in then click save.

I had hundreds of bits of paper a month that much i had to file it all in one big cabinet.

[sudogreg]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

anyone have any idea on this... we made a few minor changes to the layout of this form and everything works great. until we rename the form to something else that makes sense to us then our asset information disappears. if we run the original name report (with our changes) everything works fine, run the name changed report and its gone... the ONLY thing between the 2 is the name of the report.

[Support Team]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

After renaming the report open the report in the Report Designer and reselect the asset data fields (from the toolbar) to the data fields on the report layout. Unfortunately in some cases a rename operation (an action that does much more than it seems...) will force you to reassign some data fields to the report fields.

Hope this helps.

[sudogreg]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

this fixed it, thank you

[tmenasco]

Re: Disclaimer (JOB IN FORM) Signed by ALL Customers

We use Foxit Reader (www.foxitsoftware.com) on our server. It's free and it allows you to edit PDFs. Our techs can RDP to the server, print the W/O to pdf as a CommitCRM document, fill it out, save and viola, W/O with ALL notes in system with NO paper used.