QB Signatures
This extension captures signatures and stores them in a file attachment field in Quickbase. This article describes the signing window your users see and what's saved when they sign.
The signing window
When a user selects a Sign Off button, a window titled QB Signature opens. From top to bottom it shows:
Heading—Please sign below and save, or your own text (see titledlg and titlefid in QB Signatures formula URL parameters).
Signature pad—a white box with a gray border. The signer draws with a mouse, finger, or stylus. Below the pad on the right is a status line, which is blank to start with. If the signer selects Save with an empty pad or a mark too short to count as a signature, it reads Please sign here. Next to it, a circular-arrows icon clears the pad so the signer can start over.
Signer fields (optional)—up to two text boxes, each labeled with the name of the Quickbase field it fills (for example, Full Name and Title). Required fields have a red *.
Terms (optional)—a red *, a checkbox, and the link Click here to view terms., which opens your terms document in a new tab. The signer must check the box to save.
Record fields (optional)—other fields from the record, two per row, filled in with their current values. Signers can review and change them. Text, multiple-choice (shown as drop-down lists), checkbox, and date fields can be shown.
Drop-down list (optional)—a list of records from another table, such as a crew or location, starting with --select--.
Save—saves the signature. It reads Submit when the button is set to close automatically after saving.
A small version number appears at the bottom of the window.
Signature pad sizes
Choose a pad size to suit your users' devices:
Size | Pad width × height (pixels) |
|---|---|
Small (S, the default) | 450 × 200 |
Medium (M) | 550 × 300 |
Large (L) | 650 × 400 |
Extra large (XL) | 750 × 500 |
Custom | Any height and width you set |
Two ways to capture a signature
Signature only—the window shows just the heading, the pad, and Save. The signature is stored in a file attachment field.
Signature with details—the signer must also enter details such as their name and title, and check a box to confirm they've read your terms. You store the terms document in a separate file attachment field, and the signer sees it as a link before signing off.
Saving a signature
When the signer selects Save:
If the pad is empty or the signature is too short, Please sign here. appears below the pad and nothing is saved.
If a required signer field is empty or the terms checkbox isn't checked, the window shows Please provide the required information and then click save. (or …then click submit. when the button reads Submit) and nothing is saved.
Otherwise, the signature is saved as a GIF image with a transparent background in the signature file attachment field, so it sits cleanly on top of document backgrounds. The sign-off date and time, the signer's entries, and any changed record fields are saved to the record at the same time.
The window then shows Your signature has been saved successfully to Quickbase. and a Close button. Close closes the window (or returns to the record if the window can't close). If the button was set up to close automatically, this happens without the signer selecting Close.
QB Signatures saves with the user token chosen during setup, not as the signer. Signers don't need permission to edit the record, and the record's Last Modified By shows the token's user. To record who signed, see Who shows as the signer?
On a phone or tablet
The installation wizard adds a Sign Off (Mobile) button for phones and tablets. It opens the signing window in a new browser window instead of a pop-up. The wizard creates it so it sends a temporary token, so it also works when your account uses Quickbase enhanced security.
On any phone or tablet, after the signature is saved the window shows Your signature has been saved successfully to Quickbase. and You will be redirected in 5 seconds., then returns to the record (or to the address in rdr). This depends on the device, not the button: Sign Off does the same on a phone, and Sign Off (Mobile) doesn't redirect on its own on a computer.
Messages
Every message QB Signatures shows, with its cause and what to do, is in QB Signatures messages and troubleshooting.