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Signature pages of legal documents

Posted on 2013-11-15
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Last Modified: 2013-11-23
I create legal documents requiring signatures. I use visual basic 2010 / SQL to create workflows to collect data and print via crystal reports. Software runs as Windows application in inside a Domain. The documents are currently completely prefilled except for committee members signatures. I have been asked to report on technology needed to collect signatures for auditing purposes. We store physical documents at this time.

I would expect workflow to be something like...

1) Normal Document creation process
2) Meeting End
    Some action to collect signature for particpants in meeting (can be multiple of committee)
    Could be scan, picture, special device?
3) Merge collected signatures into document in correct signature places.  
4) PDF document after merging signatures onto document image.

I am in thinking mode and need idea's - please share thoughts.

So, How would you collect signatures on documents?

Any advice/suggestions/thoughts/idea are appreciated...
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Question by:5teveo
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by:mlmcc
ID: 39652441
Are you saying you want to have the committee members sign a document that hasn't been printed?

Do you have a way of securing the document so it can't be changed after it is out for signature?

How about a PDF that can be electronically signed either through a stylus device like we do for credit cards at the store or through a login/password when they click in the signature area.

You could capture all the signatures through a stylus device and store them in the database along with the report data.

Crystal can export to PDF and there are 3rd-party add-ons that can make some of the fields in the PDF available for data entry

http://www.milletsoftware.com/visualcutBenefit.htm

mlmcc
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by:5teveo
ID: 39653902
Thanks for response!

Are you saying you want to have the committee members sign a document that hasn't been printed?
Answer: yes

Do you have a way of securing the document so it can't be changed after it is out for signature?
Answer: Yes, The document is crystal report until 'Uploaded' or 'Completed'... upon 'Completion' I store as a PDF. So future references of document as PDF views.

How about a PDF that can be electronically signed either through a stylus device like we do for credit cards at the store or through a login/password when they click in the signature area.
Answer: I like the idea as I'm creating a PDF now... I'm trying to determine if I must capture signature prior to PDF creation or afterwards... Workflow details is part of leaning curve for this particular action.  Login may not work so well as some users will not have logins since they are outside experts or participants.

You could capture all the signatures through a stylus device and store them in the database along with the report data.
answer: I like this plan of attack... placing graphics content like signatures on a crystal report may be a challenge.

Crystal can export to PDF and there are 3rd-party add-ons that can make some of the fields in the PDF available for data entry
Answer: But using a 3rd party follow-up tool for 'signature-time' on PDF is a very interesting workflow...

Thanks for link... i will review...

Still... Any other thoughts on PDF editing other than Adobe? I will explore Adobe form editing but I just want to ensure I have previewed out potential paths.
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Accepted Solution

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5teveo earned 0 total points
ID: 39657408
Interesting solution here
http://thomasjbradley.ca/lab/signature-pad/

Plus
found another canvas solution on another solution site...
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Author Closing Comment

by:5teveo
ID: 39671091
Thanks for thoughts and input
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