Help Article
MetaField Mark Certified
If you currently sign documents in MetaField using AgileStamp, you will need to complete two steps in order for your certified digital signatures to be enabled.
As part of the below instructions, you will need to activate your DocuSign account as well as provide MetaField consent to connect to DocuSign.
Initial Steps for Setting Up MetaField Mark Certified DocuSign Activation Instructions
Activate your DocuSign account using the following steps:
Step 1. Look for an account activation email from DocuSign. This email will be sent a few days before you go live.
- Be sure to check your junk/spam folders in case the email was sent there.
- Within the email, click the word Activate which will bring you to the DocuSign website.
Step 2. Once you have been directed from the email to the DocuSign website, you may be asked to create a password. If your email is already associated to a DocuSign account you will be prompted to log in.
- Once you have logged in, your MetaField Mark account will be activated.
Initial Steps for Setting Up MetaField Mark Certified Providing Consent
You will now need to provide MetaField consent to connect to DocuSign.
Step 3. The first time you sign a document, after activating your MetaField Mark DocuSign account, you will be prompted to provide consent for the two systems to work together. This mitigates the need to provide your password each time you sign.
Step 4. After selecting click here or the OK button, MetaField will open a new browser tab where you will need to consent access.
- Upon selecting Allow Access, you will be taken to your DocuSign user profile where you will see that MetaField is now a connected app.
- You may close the tab and return to MetaField where you can then use MetaField Mark.
Using MetaField Mark Certified to Sign Documents
Step 1. You will follow the same initial steps when creating a report that you want to sign. Choose the records you want added to your report and complete the Finalize Report popup.
Step 2. Upon selecting Finalize Report, you will be moved directly into DocuSign. Select Continue in the ribbon to begin the signing process.
Step 3. You can begin signing documents. If signing multiple documents, you can navigate to each one by clicking on the left prompts or by using the right scroll bar. Select Sign or Stamp depending upon the report configuration.
Step 4. Once you are done, select Finish to return to MetaField where your signed documents will be available.
Signing Process Setting Your Preferred, Certified Signature
The first time you are signing using MetaField Mark, you may be asked to set your preferred signature.
Choose one of the options presented to you, or you may select Draw or Upload to add a new signature.
Managing Signature Documents Accessing Your Signing Graphics
Before you being using MetaField Mark Certified, you will need to add your stamp. To manage these images, including upload new images, go to DocuSign to access your user profile and navigating to Stamps.
Adjusting Your Stamp Size
When signing your reports, if the default stamp size needs to be adjusted you can resize the image while signing.
However, it may save you time to adjust the stamp size that is stored in DocuSign. To update the default stamp size, click on the height setting.
Managing Signature Graphics Adding a New Stamp (e.g., Engineering Seal)
Step 1. From the Stamps section of your user profile in DocuSign, you can select Add Stamp to upload a new image.
Step 2. Drag and drop or browse your file system for an image.
Step 3. Crop and center your stamp. Any part of the image in gray will not be included.
Step 4. Finish your stamp creation by entering a name and setting the height. There also is the option to select this image as your default stamp.
Setting up a New User
MetaField Administrators can enable users access to MetaField Mark Certified through user maintenance screens.
- Step 1. Login to MetaField and navigate to Administration / Security / Users
- Step 2. Find the user who needs MetaField Mark access and open the user record by clicking the pencil icon.
- Step 3. Once the user record is open, select the Digital Signature tab.
- Step 4. Change Able to use Digital Signature toggle to Yes and click Save.
Admin Note:
Upon saving, an account will be created with DocuSign for the new user. The user will receive an email, typically within a few minutes, with the next steps for activation.
Verifying MetaField Mark Access
Once activated, you will see a value populated under the field eSignature GUID (globally unique identifier). This applies when you need to verify that a user has been authorized for MetaField Mark.
Removing MetaField Mark Access
If you need to remove a user's MetaField Mark access, open the user record, navigate to the Digital Signature tab and set the Able to use Digital Signature toggle to No.
The user will be prevented from signing documents.
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