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If employee names need to be displayed in a custom grid with specialized terms like Prepared by, Checked by, Approved by, they can be shown using the user roles from the Main setting screen.

But if the review process is outside of DocBoss, un-licensed users should be used in such fields. 

In these cases, custom fields with custom lists need to be created on your Cards so that data will be stored for every submittal. 

Importantly, signatures might also have to be included in Prepared by, Checked by, Approved by fields and this option is only available for licensed user Profiles. To accomplish this, un-licensed user profiles shall be created for these employees and an admin user will have the ability to populate their data. 

The relevant variables look like this: 

User name: <Document_CustFieldX.User_Name>
User initials: <Document_CustFieldX.User_Initials>
User signature: <Document_CustFieldX.User_Signature>

If being used in history, the variables should be: 

User name: <Document_History.CustFieldX.User_FirstName>, <Document_History.CustFieldX.User_LastName>
User initials: <Document_History.CustFieldX.User_Initials>
User signature: <Document_History.CustFieldX.User_Signature>

There are also variables for address, email and phone if required. The full list of variables can be downloaded from the Output Templates. Click here for more information.  

How to add the users list in the system 

Users lists can be set using custom Doc Code/Card Fields with type “Source from users list”. Click here more information. 

NOTE: The non-access user option is not yet available. In the meantime, please contact support and we will provide additional view-only users to make use of this functionality.

This does not enable eSignatures. If you need eSignatures they must be licensed users.

If you’d like to learn about sorting options with your DocBoss compilations, please click here.

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