• Logos and Formatting
  • Firm and entity logos
  • Specifying the firm logo location
  • Setting underline options and availability
  • Specifying group attributes
  • Configuring the appearance of notes
  • Formatting columns and cells
  • Displaying electronic signatures in reports

Displaying electronic signatures in reports

You can specify that electronic signatures are to appear in reports. The signatures that are available may depend on your Financials product.

Prerequisites

What do you want to do?

• Displaying the accountant's electronic signature in reports
• Displaying the partner's electronic signature in reports

Displaying the accountant's electronic signature in reports

You can specify that the accountant's electronic signature is to appear in reports.

Procedure

1. In the Document Manager, open the CL - Organization standards document.
2. From the Organization Settings pane, select Formatting and Other. The Other pane appears.
3. In the Reports section, from the Display accountant's electronic signature in reports drop-down, select Yes or No.
4. If you want to ensure that the user cannot change whether the accountant's signature is to appear in reports, click the Lock icon next to the Display accountant's electronic signature in reports drop-down.

Results

The accountant's electronic signature is now displayed.

Displaying the partner's electronic signature in reports

Note: This feature is not available in all products.

In some products, you can specify that the partner's electronic signature is to appear in reports.

Note: To display the partner's electronic signature in reports, you must first specify the reports in which the signature is to appear. For more information, see Completing signatures.

Procedure

1. In the Document Manager, open the CL - Organization standards document.
2. From the Organization Settings pane, select Formatting and Other. The Other pane appears.
3. In the Reports section, from the Display partner's electronic signature in reports drop-down, select Yes or No.
4. If you want to ensure that the user cannot change whether the partner's signature is to appear in reports, click the Lock icon next to the Display partner's electronic signature in reports drop-down.

Results

The partner's electronic signature is now displayed.