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Quantum VS Help: Document Scanning |
There are various prerequisites and steps to follow to set up a Signature Pad for use in Quantum VS. This section covers:
The following are prerequisites for using a Signature Pad to record customer signatures within Quantum VS:
1. The user running Quantum VS must have a:
Signature Pad plugged into the USB port of their PC (i.e. the PC running Quantum VS).
Windows Driver for the Signature Pad installed on their PC.
See Installing The Signature Pad And Drivers.
2. The Quantum VS Server must be set up to store digital signatures within the Signatures Database. See Configuring The Signatures Database.
3. The required XML Stylesheets for documents supporting the recording of a customer signature must be installed on the Linux Host Server. Quantum VS will produce an XML document for each of the individual document/record types maintained. This is then processed by the Web Service on the Linux Host Server and converted to PDF format for printing, emailing or faxing. See Setting Up XML To PDF Document Printing.
4. To be able to capture the customer signature on Sales Order completion the Sales Order must be:
a Collect Now order (i.e. Collect Now (1) is selected in the Delivery Type field of the Sales Order header).
And either a:
Cash order (i.e. Cash is selected in the Payment type field of the Sales Order header);
Or a:
Fast Track order (i.e. the User record is configured for 'fast track' ordering - see note), meaning that on Sales Order Completion, Picking and Despatch Note Print and Confirmation are automated and Delivery Assembly is bypassed.
Note: Fast Track ordering is enabled by the user having the following Order Flags fields checked in the Quantum User Fields tab of their User record: Automated Picking Note Print, Automated Confirm Picking, Automated Assemble Delivery, Automated Delivery Note Print, Automated Confirm Delivery.
For further details see Recording Signature Details On Sales Order Completion.
To install your Signature Pad, simply plug it into the USB port of your PC (i.e. the PC of the Quantum VS User who will be raising the Sales Order/Despatch Note against which the signature will be recorded). The required Windows drivers should install automatically the first time the device is plugged in.
To check whether the Signature Pad drivers have installed on your PC, open your PC's Control Panel and navigate to Hardware and Sound > Devices and Printers. Your Signature Pad (e.g. Topaz HIP Tablet) should be listed as a device.
If your device is not listed, we recommend you download and install the correct Windows Driver for your device from the manufacturer's website.
The manufacturer may provide additional software which enables you to test whether the Signature Pad is working on your PC before you use it within Quantum VS. For example, to test our 'recommended' device - the Topaz MODEL T-LBK462 HSB pad:
(1) Visit http://www.sigpluspro.com; (2) search for T-LBK462-HSB-R in the list and click the link; (3) click the 'Download' link to download the Topaz SigPlus software to your PC; (4) install and run the DemoOCX application; (5) in the Topaz SigPlus Demonstration window, click Start, then use your Signature Pad to record your signature. If the drivers have installed correctly, your signature will display on your PC screen.
The Quantum VS Server must be set up to store digital signatures within the Signatures Database. This involves entering database details within the quantumvs.ini file. To do this:
Note: This must be carried out by an EDP implementer only.
1. Log on to the required Quantum VS Server as root.
2. Open a Terminal window and enter the following:
Shut down Tomcat by entering:
cd $CATALINA_HOME/bin
./shutdown.sh
Then enter:
cd /usr/bct/data
vi quantumvs.ini
(global properties will display in vi; scroll down as necessary)
i
(to go into Insert mode)
Then type the following exactly:
signature_database_url=jdbc:postgresql://localhost/quantumvs?user=postgres_signatures&password\=postgres.Quantum
Then enter:
Esc
(to leave Insert mode)
:wq
(to write changes to the file and quit vi)
Note: Alternatively, enter :q to quit vi without writing changes.
Restart Tomcat by entering:
cd $CATALINA_HOME/bin
./startup.sh
3. With your Signature Pad connected as described above, you may now run Quantum VS on your PC. At this point the Signature Pad screen will be blank.
To understand how to use the Signature Pad to record a customer signature on a 'Collect Now' Sales Order see Recording Signature Details On Sales Order Completion.