Tutorial - How to add electronic signature capability to espoCRM

[Fehu]

I have a quick question.

I am thinking of using this as an onboarding tool. As an example, when new agents are looking to get hired we currently send them a document that requires a custom signature. What I'm thinking of doing is creating a document/role-based where I give them access to the CRM via login credentials. Once they login they only see a document where they can agree and sign. Once this is completed I would change their role (in essence, unlock other parts of the CRM), etc.

Thoughts and do you think that would be a good use of this technology?

Also, is it possible to get notified once a person does e-sign a document?

Thanks,
Marcus

[esforim]

Manage to get around to doing it, bought back the menu by doing adding comments. Thank you.

It could be because of Plugins I use, or I'm doing something wrong, need to explore. Firefox PDF don't have option such as Remove Footer/Header like Chrome does for example.

[telecastg]

How can I make both Print2PDF button appear (your eSginature version and the EspoCRM version)?

1) Open script client/modules/esignature/src/views/record/detail.js
2) Comment line this.removeButton('printPdf');
3) Save the script and Rebuild

Both buttons should appear in your esignature capable entities.

(look like Firefox PDF is not as good or I'm doing something wrong).

I use Chrome and Edge without any problems, after clicking on the "Print" icon at the top of the document, choose "Save as PDF" in the printer dialog and your document will be rendered exactly as it appears in the screen.

[esforim]

I see that espo have the option to send in email in the "Knowledge Base" entity in detail in the drop down menu and it attach the attached file and create the email automatic after clicking on it. may be we can use that same option below "Display eSignature Document" option is the same function but i just don't know how to clone that option from "Knowledge Base"

Wow I never noticed this "Send in Email" button. I'm curious to implement this button in other entity to, but not sure if this thread is where we should discuss about it.

[esforim]

How can I make both Print2PDF button appear (your eSginature version and the EspoCRM version)? Sometime I don't want to use the WebBrowser PDF renderer and just want a render PDF documents using default engine (look like Firefox PDF is not as good or I'm doing something wrong).

Currently the guide/tutorial "remove" the old button/menu and replaced it with eSignature version.

Thank you.

[llsatellite]

I see that espo have the option to send in email in the "Knowledge Base" entity in detail in the drop down menu and it attach the attached file and create the email automatic after clicking on it. may be we can use that same option below "Display eSignature Document" option is the same function but i just don't know how to clone that option from "Knowledge Base"

[telecastg]

You are very welcome,

One good addition in the future versions will be to be able to add a button next to the print button that let you send the work order to the inbox in order to send it to the customer by email with out printing and saving the file manually, if it does exist i would like to know were in the forum are the instructions on how to do it

There is no such capability at present, if we make any improvements and release a new version in the future, I will look into incorporating your suggestions.

[llsatellite]

Thank you for all your help,
One good addition in the future versions will be to be able to add a button next to the print button that let you send the work order to the inbox in order to send it to the customer by email with out printing and saving the file manually, if it does exist i would like to know were in the forum are the instructions on how to do it

[telecastg]

every time i insert an image in the template like my logo it wont show in the docusign for printing

You can add your logo to the template and it will display like any other template images, see the attached pictures.

One advantage of using your browser engine to print pdf instead of the regular TCPDF engine, is also that in addition to all the regular template fields and helpers, you can include any other css that you want in your template without being limited to what TCPDF allows, which is in my opinion quite limited

how i can add a button for saving the docusign next to the print button

It is not possible to add a "signature saving" button at the top of the page, use the "Update" link on top of the esignature canvas to save the field after it has been signed.

The rationale behind this approach is that a document might have more than one esignature field and each individual signature must be entered and saved, whereas a "page wide" signature button would save all esignature fields at once.

[llsatellite]

No my programing skills are not that great im going to have to stay with the Docusign style, one more question the signature shows ok on it but every time i insert an image in the template like my logo it wont show in the docusign for printing, also do you know how i can add a button for saving the docusign next to the print button

[telecastg]

when i click the print icon at the top of the page it prints perfect but at the top of the print page is the website link and name there is any way to remove that from printing

Uncheck the option to print headers at your page print settings for the browser (see the attached image)

The esignature image will not display using TCPDF because it is stored as SVG code plus a div element (that shows the signing date) and Espo's current implementation of TCPDF does not support SVG

I really don't know how you got it to display the image before.

If you are determined to use TCPDF, I believe that you could write a custom Handlebars helper to make this type of image "renderable" with Espo's Htmlizer class.

The extension is designed to print using your browsers engine which can render PDF much better than TCPDF.

[llsatellite]

I finally figure out how to make all the fields read only after signature, by storing eSignature on another custom field with formula and make all the other fields read only when the custom field is not empty and works perfect i prefer to have the option of the PDF file and not the one similar to Docusign option, but after i finally find out how to doit for some reason my signature it is not showing any more in the PDF with <img src="{{field-name}}"> it says TCPDF ERROR: [Image] Unable to get the size of the image: data:data:image/png;base64 but it was working fine before so i just don't know what happen i try to use the i try to add the sizing and the error wont show but no image i also try to use
{{imageTag imageFieldNameId width=50 height=50}} but that also dont work and i don't know why since i got the latest version of espo if some body can help me i need to have the image on the pdf file to print and save too

[llsatellite]

when i click the print icon at the top of the page it prints perfect but at the top of the print page is the website link and name there is any way to remove that from printing

[telecastg]

It sounds like a permissions issue, your user needs to have edit permission for the entity with the esignature field and the field itself in order to update it.

To restrict other fields after an update for a specific field (like esignature) will require custom coding at the entity's detail view script.

The way I solved this in our application, was instead of allowing portal users to edit the Work Order, to create a template (see step # 7 above) and render a document in the main section of the screen with the esignature canvass that is editable once.

The idea is to present portal users with a document on the screen that is similar to a "Docusign" document where only the esignature field is editable which is rendered when they click the "Display eSignature Document" button.

Reading your previous postings it looks like your might have omitted step # 6 which is necessary to display the "Display eSignature Document" button instead of "Print to PDF" button and be able to accomplish the above.

[llsatellite]

For some reason when i try to give my users access to restricting edit of information just esignature access in order for them to be able to get it sign but not to edit the information. When they click on the little pen to get it sign and they click on the update option the page says error and they are not able to save it looks like when i have special field level access just for the signature don let them save the signature. Can somebody point me on the right direction i need to be able to let the users get to sign but restrict them from editing all the content after is signed i also was also trying conditional on entity fields but for some reason when i click on field to make conditional the esignature is not available on the list for conditional