How to use the eSignature extension to add electronic signature functionality to Espo

[telecastg]

Sorry, I meant version 4.0.1, I sent a link to the latest version to you by PM

[4n6chick]

I recently purchased the eSignature extension, and it shows that it's version 3.1.3. Unfortunately, I'm not able to get the eSignature to print to PDF, even though I have enabled the dompdf engine.

[telecastg]

Update

Version 4.0.1 compatible with EspoCRM 7.4.3 and above, allows to select the ink color for the esignature (for better compatibility with dark themes) on each esignature field and allows documents to be printed directly to PDF when the Dompdf engine is used.

[telecastg]

Operation

To capture a client eSignature through portal access

a) Give access to the client to the "Tenancy" entity through the Portal so she/he can view the record and edit the "tenantSignature" field.

b) Ask the client to open the eSignature field using the inline edit "pencil icon".


c) After the client enters the signature, she/he can change it BEFORE saving.


d) Once the client clicks "Update", the eSignature is saved to the database and it is no longer editable.



e) To view and print, select the "Display as Document in Full View" menu option.



f) The document will be rendered in full display, and will have two action buttons at the top, one for closing the document and returning to the display view and the other one for printing the document using your browser PDF printing ability.



g) The eSignature field is rendered as an eSignature stamp in the document



h) After clicking the "Printer" icon at the top of the document, your browser printing window will open and you can select to create a PDF document or print a hard copy.


To capture a client eSignature in person using a touch enabled computer, tablet or phone

Follow the steps above, but instead of having the customer accessing the record via Portal, have the customer representative or technician open and display the document for the customer, who can sign using a finger or mouse.

[telecastg]

Installation and Setup

Step 1: Purchase, download and install the eSignature extension at https://devcrm.it/product/esignature/ or https://payhip.com/b/DgICV

Step 2: Add the eSignature functionality (ability to have electronic signature fields and use the browser PDF engine instead of the default TCPDF engine to print documents) to a target entity.

For this example we will use a "Tenancy" entity class, which stores data for a rental lease agreement.

Administration > eSignature > eSignature Settings


Step 3: Add the eSignature field to the target entity (Tenancy)
Administration > Entity Manager > Tenancy > Fields > Add Field > eSignature


Step 4: Add the eSignature field (tenantSignature) to the target entity (Tenancy) template (Lease) used to render the document
Main Menu > Templates > Lease > Edit