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 |
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Sales quotations |
Select this option to activate the electronic signature on sales quotations. When this option is selected:
|
Delivery notes |
Select this option to activate the electronic signature on sales delivery notes. When this option is selected:
|
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.