Digital Signature Capture

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(Jason Woods) #1

I have a client that performs local delivery. In their old system they had an invoice on carbon paper that the customer signs at receipt. The customer kept the white copy and the yellow copy goes back to the plant (sometimes :grimacing:).
We have moved to Epicor 10 and packs are set to auto invoice. The invoice prints on two printers with a yellow and white copy. The customer is now having to sign both copies (and are complaining). I have offered carbonless paper as an option but $$$…
That is the background so you may have some suggestions from here.

Now to the question:
Does anyone have a good or already working solution to capture a customer signature digitally and attach it to a PDF that can attach to the InvcHead record? Then, we would email the customer with a signed copy?

This is my dream version and we are willing to buy the hardware required too.

Thanks!!!


(Haso Keric) #2
  • Digital Signing Easy, lots of Components out there, heck even Infragistics has something.
  • Attaching it on the PDF [ Modifying the PDF ] not so easy. I am sure there are libraries out there.
    ** You might have to find a library that allows that perhaps https://www.abbyy.com/en-us/ has something.

In the past I used ImageMagick to convert a PDF to a JPG/BPM and then added the Signature and generated a PDF from the “New Image”.

There are alot of dependencies. I would capture the E-Signature and then Queue it and let a Scheduled BPM or External Windows Service or even Service Connect do the “Attaching to PDF”, Emailing etc…

https://www.infragistics.com/products/windows-forms/data-entry-and-display/ink-provider ( I wonder if you can just use the Ink Panel )

or CEFSharp and JavaScript, reading back the Base64:

Can be done with Customization and again I am sure there are libraries out there that didn’t exist in 2012 :slight_smile:


I heard Kinetic has also a E-Signature Component coming soon :slight_smile:


(Haso Keric) #3

Does DocStar have anything?


(Jason Woods) #4

We will reach out, but I don’t think they capture signature at point of delivery. We want the customer to physically sign something at the point they get the product.


(Mark Wonsil) #5

DocStar has “stamps” but I don’t recall signatures.

Adobe can sign documents (digitally and provide signature picture). There’s a bit of setup but I’ve seen it done.

Sorry, missed that the customer was signing.

Mark W.


(Calvin Krusen) #6

Going Super Simple…

  1. Driver asks receiver to sign their (the receivers) copy
  2. Driver takes a photo of the signed invoice (your drivers do have smart phones, right?)
  3. Driver emails the photo to AR
  4. AR person attaches it to the InvoiceHead.

You might even be able to include the photo right in the invoice form as a linked image.


(Chris Conn) #7

I’ve used Adobe, it’s super awesome…and super expensive


(Jason Woods) #8

Thanks. Not sure what will be available because hardware and connectivity is required for your idea here. I can definitely do this, but wondering if someone has it already (because the client would pay for it).

Jason Woods

Owner | Jason Woods Consulting

jason@jasonwoods.me | Cell: 360.903.4893

www.linkedin.com/in/jasoncwoods

http://jasonwoods.me


(Evan Purdy) #9

I have found PDFSharp pretty easy to use - but I am creating PDF’s from scratch and not modifying an existing PDF, not sure how hard that would be.


(Haso Keric) #10

I think it can be done easily if you build just a Web Version and use REST API… I am talking about a weekend… Then the record gets a unique GUID and it emails it to the Customer to sign and expires after signature. Basically:

Dear Bob,

Please visit https://mysupercoolurl.dev/ARSign/10923-3129089-31298391283-98312983912 to sign…

You could even have a BPM do a POST to Generate it just a Web Call to /GenerateEmailFor/InvoiceNumberHere etc…

I would take it out of Epicor. I have built more complex things with www.laravel.com within 1 day. Use Epicor REST API… and the bazillion of Twitter Bootstrap Themes www.wrapbootstrap.com and jQuery plugins. https://github.com/szimek/signature_pad

The Question is it doesnt even have to be a PAD it could be “By Clicking and Entering your Name Here” you are ‘“Signing’”. Store the Name in a UD Field then on your ARinvoice SSRS .rdl you have a SignatureTextBox with “Comic Sans” font :slight_smile: and voila!

Take the “Signature Pad” out and use a Script Font and Just a Text Box - with a checkbox that they Agree. Even Record the IP and Date/Time.

I just had to E-Renew my Lease… They had an option to Pick a Font “CREATE Signature” and then it just did it… If Apartment Complexes can Legally hold you accountable by using a font; so can you…

2019-03-15_1238

PS: My wife had her own login and once I completed my Signing - she logged in and did hers. (In case you need multiple signatures).

It looks like this is what they are using:

2019-03-15_1247


(Calvin Krusen) #11
The link included in this email was flagged for a 
potential phishing scam, and has been removed.

System Admin,
Super Cool URL

:wink:


(Haso Keric) #12

Check out https://products.aspose.com/pdf/net

In addition they use

So Yardi might be the one using ASPOSE with their “yardi ysignature” component.


(Bryan DeRuvo) #13

I shared this on Linkedin when it was released. Docstar now integrates with Docusign…


(Jason Woods) #14

Thanks. However, a Docusign solution won’t work as that is happening separate from a delivery. Essentially, we are looking for a delivery confirmation signature.


(Calvin Krusen) #15

re-reading your original post, I’d guess that this whole signature capture is to reduce billing squabbles (i.e. “We never received those!”)

Is capturing a signature by itself really going to elevate those issues? Having the signed packer (or invoice) is what your client really needs. Not the ability to show a digitally captured signature - as that could have been from any delivery.

And why does the customer need to have a signed copy? Just have the customer sign the one your driver brings back. If they really want a their own copy signed, then have them sign their own.

I’d hate to think that the business relationships are so contentious that the customer and supply don’t have some basic level of trust.


(Jason Woods) #16

In response:

Digital Capture alleviates the problem of the driver not bringing back a yellow copy… (Yes that is an issue)

The Customer doesn’t “need” a signed copy, but it gives them a “warm fuzzy”.

Yes, the business relationships are that bad. If we can’t prove the yellow copy is signed, they simply won’t pay. And, the client is ok with selling to them…

Jason Woods

Owner | Jason Woods Consulting

jason@jasonwoods.me | Cell: 360.903.4893

www.linkedin.com/in/jasoncwoods

http://jasonwoods.me


(Jose C Gomez) #17

I’ve done this before using Topaz pads they have a nice API (.net)


(Pierre Hogue) #18

Some harsh solutions:

“driver not bringing back a yellow copy” well mr. driver, no yellow copy no pay!
That won’t happen…

Some low cost alternative:
Using the driver cell:
Take a video of the customer sigining the yellow copy? or a picture of the signed copy, as soon as it is signed?

Ok I’m tired…been a long day…

Now with 10.2 the app on the cell (with a good data plan $$$) could not capture within Epicor the signature using the cell ? (thinking of one having the pen… ) and right away folks back at the office having the delivery confirmation?

I might be dreaming here… might need some development…
Pierre


(Jason Woods) #19

Sound like custom development. OK. Well, y’all may not hear from me for a while as I’ll be buried in code!
:slight_smile:

Hogardy

Pierre Hogue

March 15
Some harsh solutions:

“driver not bringing back a yellow copy” well mr. driver, no yellow copy no pay!

That won’t happen…

Some low cost alternative:

Using the driver cell:

Take a video of the customer sigining the yellow copy? or a picture of the signed copy, as soon as it is signed?

Ok I’m tired…been a long day…

Now with 10.2 the app on the cell (with a good data plan $$$) could not capture within Epicor the signature using the cell ? (thinking of one having the pen… ) and right away folks back at the office having the delivery confirmation?

I might be dreaming here… might need some development…

Pierre


(Haso Keric) #20