Visit Boris website Bulk sign-off
Click on the fourth tab to modify Bulk sign-off parameters

Click on the fourth tab to modify Bulk sign-off parameters

Select the required template from the Template List to see its components. Click on the Template name to see the parameters applied to your template. A popup box will open with tabs for setting up different aspects of your template.  Please note that the use here of the word 'template' does not relate to the form template.



Bulk sign-off screen allows multiple forms to be signed-off by the user or customer at one time.

Click on template name to view parameters.

Click on template name to view parameters.

Sign-off text This text is displayed on the Bulk sign-off screen, allowing multiple forms to be signed-off by the user or customer at one time.
Tick the boxes that apply to the way you wish to sign-off multiple reports  produced with this template to behave.

Tick the boxes that apply to the way you wish to sign-off multiple reports produced with this template to behave.

Item containing customer name The customer name can appear as a field on the Bulk Sign-Off screen. This field allows you to specify which item in this template the customer name corresponds to. Note that forms for multiple templates can be signed off at the same time, hence the need to this field. If there is no customer name item within this template then leave this field blank and the customer name will not be shown on the Bulk sign-off screen.
Item containing customer comment As for customer name, this item allows you to specify whether a customer comment should be part of a bulk sign-off involving this template.
Item containing customer signature As for customer name, this item allows you to specify whether a customer signature should be part of a bulk sign-off involving this template.
Item containing user comment As for customer name, this item allows you to specify whether a user comment should be part of a bulk sign-off involving this template.
Item containing user signature As for customer name, this item allows you to specify whether a user signature should be part of a bulk sign-off involving this template.
See Also

Templates

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.