Custom Certificate with Digital Signature

This report is designed for a specific customer based on a custom request.

• Only the customer for whom the report was designed will be able to view the report.
  
• Standard XenDirect permissions do not apply to Local Reports. The only permissions set for this report are normal Essential and Pro user permissions.
• The customer can modify permissions as desired via the report design.
  

Preparing the Data to Display the Digital Signature Options

This custom report is designed to allow the user to select a Staff record as the certificate signatory and display the name, title, and digital signature on the certificate.

Follow these steps to set up the data.

• Create and Upload Digital Signature
  
  • Scan a written signature into a PDF file. The recommended size and quality is:
    • The ideal image size for email signatures should be 300 to 400 pixels wide and 70 to 100 pixels high. It is optimal to maintain a ratio of 4w:1h to allow for consistent resizing when displayed in a report. The image should also be optimized for a web resolution of 72dpi to 96dpi, so it displays correctly.
      
  • Upload the file to the Staff record via the [Digital Signature] field.
  • Add a [Job Title] to the Staff record.
  • In a multi-branch setting where the Staff records are shared across branches, this step only needs to be performed one time.
• Set Staff Record as an Approved Signatory
  
  • In the Staff Case Notes for the Staff records that are approved to be signatories, add one case note record with the [Type] field = "Signature".
  • In a multi-branch setting where the Staff records are shared across branches, this step should be performed per branch for every branch the Staff record is approved as a signatory.
    

Running and Filtering the Certificate Report

The certificate report contains several prebuilt filters. However, users can use the InSight Quick Edit feature to alter or add filters using existing fields available from the tables used to design the report.

• Signature: Select the Staff record from the list as the signatory for the certificate. This filter is required. If using Quick Edit, it is not recommended to remove this filter or the two hidden filters.
  
  • If a Branch has no approved Staff signatories, the report cannot be run.
• Use other filters as desired.