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Use EspoCRM to create, render and print documents with electronic signatures

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  • yurikuzn
    replied
    JFYI, In 5.8.0 it will be possible to create custom helpers for PDF templates: https://github.com/espocrm/documenta...stom-helper.md

    Leave a comment:


  • telecastg
    replied
    Found the culprit for the annoying "missing picture" !, it is the "Sign Here" plug in image.

    Easy fix, just click on the image before signing and it will disappear, then after the signature is entered and saved there will be no more "missing picture" grey icons. If I can't fix it I will probably remove it later and upload an update, but it won't be for a while, too busy at the moment :-)

    I also wanted to mention that the esignature is meant to be permanent (not editable) for security legal reasons, in the United States at least, one of the requirements of esignatures is that they can't be altered.
    Last edited by telecastg; 01-31-2020, 06:56 AM.

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  • telecastg
    replied
    I am not sure why the "missing picture" icon shows up. Probably has something to do with the way the SVG image is stored in the database and retrieved by the jsignature library that I used, it is not your browser. Would have to troubleshoot the library and I don't have time to do that at the moment.

    If you are planning to store your signature permanently I suggest that you use an image field instead of esignature. That's how we do it for contracts, we have our signature saved as image and then the client signature is esignature.

    Leave a comment:


  • espcrm
    replied
    Finally have a use for e-signature as I formulate my plan to create yet (another) new entity, might regret making so many entity in the future but this is the only way to separate record.

    It look very good! But wow, once it is "update" it is permanent! I sometime duplicate the Record and the E-signature is locked in too, is it possible for one of these two(3?) options?

    (1) Duplicate will reset the e-signature.
    (2) Allow it to be editable and not Lock upon update.
    (2a) Data stream/Audit the change in signature.

    As I will be using this e-signature in a form and quite a few Record can be duplicate and would be good if I don't need to fill out the form from the start.

    Secondly please refer to the screenshot, is it just my browser, server or the extensions? Got this gray block that is "missing image?" Top left corner after I Update the record.

    Click image for larger version  Name:	Screenshot_2020-01-31 test essignature.png Views:	0 Size:	32.6 KB ID:	55538

    ---
    Edit: I dug through the forum and found this post: https://forum.espocrm.com/forum/feat...1478#post51478

    I guess that answer one of the question about "read" only field.
    Last edited by espcrm; 01-31-2020, 05:22 AM.

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  • espcrm
    replied
    Originally posted by telecastg View Post

    Not sure why it wouldn't install
    It got nothing to do with your extension, it just my server configuration. I managed to "fix" it today and will be using all your extension from now on. Please look forward to future discussion from me!

    Leave a comment:


  • telecastg
    replied
    Originally posted by espcrm View Post
    Cool, another extension. Too bad I can't install it at the moment, hopefully next version fixed it.

    Does this field allow user to sign using mouseclick + drag / tablet touch? Is there a clear button if they make a mistake?
    Not sure why it wouldn't install, plug-in packaging and server configuration are not my forte I'm afraid, another option is to duplicate the folders and scripts in your server. We are running it without a problem.

    The field uses mouse click + drag, haven't tested it with a tablet touch.

    Yes it is possible to clear if the user makes a mistake, check these images showing the field before signing, after signing but before saving and after signing.
    Attached Files
    Last edited by telecastg; 01-16-2020, 05:46 PM.

    Leave a comment:


  • espcrm
    replied
    Cool, another extension. Too bad I can't install it at the moment, hopefully next version fixed it.

    Does this field allow user to sign using mouseclick + drag / tablet touch? Is there a clear button if they make a mistake?

    Leave a comment:


  • Use EspoCRM to create, render and print documents with electronic signatures

    This plugin allows EspoCRM to be used to generate documents based on any entity with eSignature that are rendered in Espo's main screen so they can be accessed by Portal users to sign and then document can be printed to PDF using the browser's engine or to hard copy.

    In our application we are using it to create a Work Order document that the customer signs after completion. (see the attached screen shot)

    This plugin is an enhancement and extension on my original eSignature scripts kindly packaged by @theBuzzyCoder and can be dowloades for free here: https://github.com/telecastg/esignat...rm/tree/master

    Instructions for it's use are in the README

    If you like it please correspond by posting solutions not only to others questions but to your own development questions when you find them, instead of leaving them unanswered. This will make the forum a lot more useful and will help spread the use of this fantastic platform.

    Saludos
    Attached Files
    Last edited by telecastg; 01-15-2020, 03:36 PM.
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