Signatures and Electronic Signatures

There are two available signature objects in ETO TouchPoints:

1. Signatures

2. 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. 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

1. Click the "Sign" button above the signature line.

1. 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.

2. For users on a tablet or mobile device, the signature window will become active and allow for a signature submission.

3. 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.