MetaField Mark (Digital Signatures)

Purpose

MetaField Mark is our integrated digital signature solution, enabling secure document approvals in real-time. This tool makes it easy to apply digital signatures to your documents and reports.

With MetaField Mark, users can select from two integrated offerings:

• SIMPLE
  • Addressing the majority of daily reporting needs with a primary focus on enhancing efficiency and swiftly adding a professional touch.
• CERTIFIED
  • Tailored for reports that need a digital stamp of authentication.

Setting the Type of Signature Applied to Your Reports

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Each report in MetaField is set up for a Digital Signature configuration default. If you want to update the way a report is signed, open the report configuration settings from the Administrative panel and select a different Digital Signature configuration. This would be the best option if you have some reports you want to sign using Certified signatures and other reports that you want to sign using Simple signatures.

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If you want to move all, or most, of your reports to Simple or Certified signatures, you can go directly to the Digital Signature configurations area of Administration and update to Certified or Simple. Once the Digital Signature configuration is updated, any report using this configuration will be signed in the new manner. 

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MetaField also support project level overrides for cases where you have a customer or project that requires a different type of signature. Project level overrides are controlled within the Project Specifications area under the Reports/Labels option.

Want to keep learning?

Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!