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MetaField Mark Simple Sign

In order to use MetaField Mark Simple, you will need access from your MetaField administrator. After access is granted, you will need to upload your signature graphics in order to sign.


If you sign documents in MetaField Managing Signature Graphics


Step 1 .Select on your name in the top right corner of most MetaField screens and choose ‘Profile’.


Step 2. Navigate to the ‘Signatures’ tab and select 'Upload'.

  • Signatures will be used for any reports with a ‘Digital with Signature Graphic’ signature configuration on the report 
  • Stamps will be used for any reports with a ‘Digital with Seal’ signature configuration on the report 
  • Please note that profiles are allowed to have only one signature and multiple stamps.  

Step 3. After upload, you will see a preview of their uploaded image(s). 


If you are a MetaField administrator Granting MetaField Mark User Access

Step 1. First navigate to the Administration panel and then click 'Users'. Select an individual user and click on ‘Edit User’ icon. 


Step 2. Navigate to the ‘Signatures’ tab within the pop-up modal. Select ‘Upload’ for either signatures or stamps. 

  • Signatures will be used for any reports with a ‘Digital with Signature Graphic’ signature configuration on the report. 
  • Stamps will be used for any reports with a ‘Digital with Seal’ signature configuration on the report.
  • Please note that profiles are allowed to have only one signature and multiple stamps.   

Signing Process Using MetaField Mark Simple Sign

Users will see a very similar experience for MetaField Mark as they did for AgileStamp. One improvement users will see is that they will no longer need to enter credentials for each signing process.  

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. 
The report will be created with the user signature or seal in the bottom right and the user directed back to their Module.

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!


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