How to Capture Customer Signature directly from Print Preview

Summary

This article provides information on capturing a customer signature using Adobe Reader to preview quotes or orders in Solatech. This can be used as an alternative to Journal Note Writer for Solatech users with tablet PCs.

More Information

• To preview output in Adobe Reader, you must have installed Hot Fix 333587
• You must also have the current version of Adobe Reader Installed.  To download and install the latest version, click here: http://www.adobe.com/products/acrobat/readstep2.html

NOTE:  If you have the full, paid program called Adobe Acrobat  (any version) installed on your PC, please consult your IT department for information on capturing signatures.   

Instructions

• From within Order Entry, select Print
• On the Generate Output window, place a check mark to the left of the desired output
• Use the drop down menu to the right of the Preview button and select Preview with Adobe

• The selected output will be opened using Adobe Reader

Capturing the Signature

• In the right hand column, select Comment as shown below

• At the top of Adobe Reader, select the Draw icon as shown below

• Scroll to the signature section.
• Sign with a stylus or with fingertip
• Press the save icon in the upper left hand corner of the window

• Press the email icon to email a copy of the order to your customer.

Applies To

Solatech Window Covering Software 4.2

• Related Articles

• How to Capture a Customer Signature

  Summary This article provides information on capturing a customer signature from within SalesPRO.  Instructions From within Order Entry, select Preview.  Using the drop down menu, select the document to have the customer sign (Quote, Order ...

• Production labels 'creep' when printing from print preview

  Symptoms When production labels are printed from within the Print Preview dialog, the labels 'creep' up or down. By 'creep' we mean that each label starts printing a little bit up or down relative to the previous or next labels, instead of in a fixed ...

• How to capture a signature in Solatech Focus

  Summary Solatech Focus gives users the ability to capture a customer signature on a quote, order confirmation or invoice. This signature will be added to output generated after the signature has been captured.   In order to capture a signature, a ...

• Print preview won't display anything

  Problem When I try to preview a quote or an order it just hangs up at generating preview. I'm able to view PDF's from other applications and the Print Preview from the Solatech Window Covering Software works on other computers - even other computers ...

• How to capture customer signature or initials in multiple areas on output

  Summary Solatech Focus allows users to easily capture customer signatures in a signature box from within the cloud based system. There may be times that additional customer signatures, or initials are needed. This article describes how to use Adobe ...