Do you have a need to include an eSignature certificate as part of providing documentation to your customers? DocBoss can help.

Let’s take a look at how to generate eSignatures with DocBoss.

For Instance eSignature (no visible stamp)

Must be generated by an admin user via the admin menu:

Navigate to Admin > General > Instance eSignature Settings:

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Select whether you want DocBoss to generate a certificate for you, or if you will upload an externally generated certificate (by a certificate authority). Note that DocBoss is not a registered certificate authority, so if you are signing to satisfy a legal requirement, you should purchase/register your certificate with a registration body.

For most purposes (track if changes have been made to a file after submittal), the DocBoss certificate is sufficient.

Click Generate Certificate. The certificate is re-created, and the expiry date is set to 25 years from the generation day.

The stamp will be created using the instance name, and a generic eSignature icon.

User eSignatures (user applied stamp)

Navigate to User Profile > eSignature Settings

The Name and Email fields will be filled from the user profile information.

Company will default.

If you leave other fields empty, they will not be part of the certificate.

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