Signature Attestation Block

Purpose: The Signature Attestation block lets someone draw a signature on a LegalServer form with a pointing device. Each signature is timestamped, saved to the case, and can be added to reports.

The block works on standard case/matter forms as well as External Forms on cases/matters.

Cost: None. The Signature Attestation block is available on all sites.

In this Article:

• Functionality
• Quick Configuration Notes
• Collecting Signatures
• Signature Attestation List View
• Reporting on Signatures
• Admin Setup
• Notes

Functionality

You can create different Signature Attestation Types and Attestation language to differentiate the signatures saved. Think Retainers, Citizenship or Income Attestations, etc.

Quick Configuration Notes

Before placing the Signature Attestation block on a form, create at least one Signature Attestation Type and a Signature Attestation.

• Admin > Lookups > Attestation Type
• Admin >Lookups > Signature Attestation

Collecting Signatures

Site administrators add the Signature Attestation block to a form.

Using a pointing device, someone can draw their signature.

The signer must click “Accept Signature” on the form to save and continue. Site administrators may want to add an instruction element to the form to make this clear.

Signature Attestations List View

Site administrators can optionally add a Signature Attestation list view to a case profile or auxiliary form to track the signatures collected on a case.

The list view is frequently used on forms or print profiles to display a "signed" version of a retainer or other form.

Reporting on Signatures

The Case Data > Signature Attestation subtable in reports contains the information collected by the Signature Attestation block.

Reports do not display the image of a scrawled signature like the list view does.

Admin Setup

Configuration Options

• Attestation Type (required): See below.
• Attestation Statement (required): See below.
• Confirmation Required?: Requires the person to check a box on the form before a signature line will appear.
• Allow Initials Instead of Signature

Signature Attestation Type

The “Signature Attestation Types” lookup allows you to create different categories of saved signatures. For example, you may want to differentiate a “Citizenship Attestation” signature from a “Consent to Representation” signature, and can create values to do so.

Signature Attestations

The “Signature Attestations” lookup allows you to create standardized declaration, attestation, or affirmation language that can be used consistently across forms where desired.

Notes

• There can only be one instance of the Signature Attestation block on a form.
• This feature does not integrate directly with external hardware electronic signature pads. Clients report that using tablets (with or without a stylus) is an affordable and versatile approach. We do not have plans to integrate with outside electronic signature pads.
• Though some users may find it awkward to sign using a mouse or tablet, there is a “Clear Signature” button that allows the user to erase and re-sign in order to capture an acceptable signature.
• Users must click or tap the “Accept Signature” button on the form to save it.