There are two available signature objects in ETO TouchPoints:
Signatures
Electronic Signatures
If you do not see these options, please contact Support.
Signature Element
This element is the more basic of the two, it produces a line in the TouchPoint for "signing" but collects no information in ETO. It is used primarily for TouchPoints that would be printed and would have the signature collected outside of ETO.
You may designate whose name will show beneath the signature. The default option is the Subject the response is being recorded for. In the image below, we are using the option "Staff entering TouchPoint".
If the element is set to display "Staff entering TouchPoint," the signature line will update to the staff name who last saved the TouchPoint. This is because we assume the last person to save the TouchPoint would be the one to print and sign the form.
Electronic Signature Element
Signatures can be collected in TouchPoints via any touchscreen device, such as an iPad or via a mouse or laptop trackpad.
Note: Signature pads do work with this functionality; however, some signature pads are browser-specific. As of April 12th, Topaz E-Signatures are supported only in Edge and Chrome browsers. The Topaz signature pad is no longer supported in IE or Edge in IE mode.
You may designate whose name will show beneath the signature. The default option is the Subject the response is being recorded for. In the image below, we are using the option "Staff entering TouchPoint".
Recording an Electronic Signature
Click the "Sign" button above the signature line.
For users on a computer, a pop-up box will open. At this point, the user can use the electronic signature pad (if available) or use their mouse or track pad to sign.
For users on a tablet or mobile device, the signature window will become active and allow for a signature submission.
Click the "Clear" button to clear the signature and re-sign.
4. Click the "Save" button to save the signature and then proceed to submit the TouchPoint.
Note:
Once a user presses "Save" on the signature element, the signature is "locked" into the response. The only way to remove a saved signature is to delete the response and resubmit the signature.
If a user does not click Save, the name beneath the signature element will dynamically update to the person viewing/editing the response.
This element may also be used in conjunction with Connect forms. In order to function in Connect, the designated signer must equal the subject.
ETO Results
Render Electronic Signature objects for print
In order to format Electronic Signature objects for print, you must create a variable to replace the generic URL placeholder with the correct URL for your ETO environment, use another formula to isolate the image URL, then format the cell to display as Image URL. (This differs from prior methods that just required the replacement of the generic URL placeholder and the cell to be displayed as HTML. This method still works to display the image in Edit mode, but this image will no longer print.)
Add a variable called "Signature"
In this variable, use this formula to replace the generic URL placeholder with the correct ETO Software URL for your environment: =Replace([Electronic signature_26977*];"urlPlaceHolder";"https://secure.etosoftware.com")
* replace with the electronic signature object from your report
In the cell in which you would like to display your Signature Image, add this formula to isolate the image URL: =Substr([Signature];Pos([Signature];"https");Pos([Signature];" alt")-Pos([Signature];"https")-1)
Right click on the cell
Select Format Cell
On the General Tab in the Display Section, select "Read content as:" Image URL
Select OK
Reporting on TouchPoint Electronic Signatures
Your Electronic Signature image should now be displayed correctly. This display will be maintained through Print display and export to PDF.
Users can report on TouchPoint Electronic Signatures within the flattened TouchPoint folders and through the standard TouchPoint universe.
In the example of a Results report based on the Standard TouchPoint universe below, the Electronic Signature element is set up as an HTML cell with values coming from a ‘Signature Image’ variable. The formula in this variable replaces the ‘urlPlaceHolder’ string with the actual ETOSoftware URL, which differs depending on the user's ETO environment.
=Replace([Answer as Signature HTML];"urlPlaceHolder";"https://secure.etosoftware.com")
Be sure to set the Cell Display to "Hyperlink" in order to see the signature.