Print signers

Overview

Print signers are users, who are responsible for signing certain documents. 

The "print signers" table is used to define, which user is signing which document print and for how long (from and until dates).

output.gif

Create new print signer

This action requires the "create print signer" permission.

New print signers can be created through the Create new print signer form.

There can be only one print signer of a document type's template  active at any given time.

image.png

The selected "Signer" can be any existing user, but the user must have a signature set on their profile, otherwise the only thing, shown on the print will be their full name and department.

image.png

When creating a new print signer, mind the "Active from" and "Active to" date fields. If these dates would conflict with an existing print signer, an error  message will appear when saving the form. This message will explain, which print signer (past or current) is in conflict with the print signer, that is being created.

image.png

Another requirement regarding the "Active from" and "Active to" date fields is that the "Active to" field must always be after the "Active from" date.

image.png

Update existing print signer

This action requires the "update print signer" permission.

Past signers cannot be edited. Signers have the "Active/Inactive" state, determined by the "Active from" and "Active to"  dates. If a signer is inactive, the entire edit form is disabled, to prevent changes that could cause problems.

Only currently active print signers can be updated, as changing past print signers could cause conflicts.

image.png

Once a print signer has been created, its "Document type" is locked and cannot be changed. This is to ensure no conflicts occur when updating active signers.

image.png

When updating the "Signer" , keep in mind that changing the selected user will impact all document prints in the selected active range (active from - active until).

While active range dates can be edited, the "Active from" date should not be changed, as that could cause conflicts with past print signers.

If the dates are changed and would cause conflicts when saved, a message is displayed, informing the user, which print signer's dates overlap with the new ones.

image.png

If a print signer is, for whatever reason, no longer signing a document print, the "Active to" date should be set to the previous day and the form will disable itself automatically.

output.gif

 After that, a new print signer has to be created to replace the now inactive print signer.

Delete print signer

This action requires the "delete print signer" permission.

Print signers, who are no longer active, should never be deleted, as they are still used when generating signed documents, created in the past (during the time when they were active signers).

Inactive print signers should never be deleted.

Only signers, whose "active from" date is set in the future, should be deleted, if necessary, since they have not been active yet.