Signatures

The Menu > Signatures option (available when you are in a module in Selection Mode) adds one or more electronic signatures to a single record. This menu option only appears in modules that contain signatures or the ability to create them.

Although electronic signatures captured in CS EAM Mobile are not legally binding, they provide an informal means for associating approval or authorization with record details.

Open the desired CS EAM Mobile module.
Press and hold the record to which you want to attach a signature.
OR

Select the desired record to open its form.

Note: You can only select one record to access the Signature function.
Select Menu and then Signature. The following dialog appears with a list of possible signatures that can be attached to this record:
Select the type of signature that you want to collect. The signature capture dialog appears.
Sign in the box or ask the appropriate person to sign in the box:
What do you want to do?
1. Select Cancel to close the dialog.
2. Select Clear to erase the signature and sign again.
3. Select Done to proceed. The following confirmation dialog appears:
What do you want to do?
1. Select Reject to return to the Signature dialog.
2. Select Accept to approve the signature. The signature can now be used on any reports for this record that include signatures.
  - IMPORTANT: The signature will become locked on this record. You cannot edit or delete after you Accept.

You also have the ability to capture signatures on a CS EAM Mobile record using a third-party application. The process of using such an application is quite different: You instead use the Menu > Reports function in CS EAM Mobile to export a document to the application, then import that signed form into CS EAM Mobile as a Document record.

Important: You must already have a report configured that includes space for collecting signatures.

Step 1: Export the relevant document from CS EAM Mobile

Open the desired CS EAM Mobile module.
Press and hold the record to which you want to add signature(s).
OR

Select the desired record to open its form.
Select Menu , then Reports. A list of available reports similar to the following appears:
Select View next to the name of the report to which you want to add a signature(s). The selected report appears:
Select Share to view applications outside CS EAM Mobile that can open the document:
Select the electronic signature application you wish to use. The report document opens in that application.

Step 2: Collect signatures using the third-party e-signature application

Use the third party application to collect signatures on the document.
Share or export the signed document back to CS EAM Mobile.

Step 3: Import and attach the signed document to the original CS EAM record

Your device opens the CS EAM Mobile application and produces a list of recently opened CS EAM records.
Select the CS EAM record to which you want to attach the outside file. The following dialog appears:
Enter a Description.
Select Save. A dialog appears confirming that the document was successfully saved to the selected file.
Select OK. The document is attached to the file and can be viewed by selecting the Documents button.