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

Displaying electronic signatures is part of the firm branding process. Normally, you specify firm branding after you have specified the firm default settings and before you create content for the financial statements.

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

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.