Electronic signature

Setting up the electronic signature enables you to define the management objects concerned by the electronic signature. Depending on the type of management object, this setup also enables you to define the signature profile and whether the object should be turn into another once signed electronically.

Note

If you disable the electronic signature for an object type, all ongoing signature requests for this type will be automatically canceled.

The setup of the electronic signature depending on the type of management object can be accessed from General setup > Cross-cutting > Electronic signature. Click on the ***** tab to set up the electronic signature for all your companies, or click on the company tab to set it up for this company specifically.

In the Sales objects section, set up the electronic signature for all management objects of the sales module:

Field Description
Sales quotations

Select this option to activate the electronic signature on sales quotations.

When this option is selected:

  • Fill in the Signature profile to use for signing sales quotations. If no profile is specified, the default Universign profile is used.
  • Check Automatically turn signed quotation into order so that, when all signers have signed (COMPLETED transaction status), the sales quotation is turned into an order. The actual signature date of the quotation is updated automatically with the signature date of the last signer.
Delivery notes

Select this option to activate the electronic signature on sales delivery notes.

When this option is selected:

  • Fill in the Signature profile to use for signing delivery notes.
  • Check Automatically turn signed delivery note into invoice so that, when all signers have signed (COMPLETED transaction status), the delivery note is turned into an invoice. The signature date of the delivery note is updated automatically with the signature date of the last signer.

Note

A Universign signature profile can be set up for each type of management object. This profile is used to customize, among other things, the logo displayed, the validity period for transactions or the emails and text messages sent. Contact your Akuiteo management project to set up the different signature profiles.