How can we apply editable stamp to a document?
Further, how can I apply the same editable stamp through workflow on all the incoming documents?
I'm not exactly clear on what you mean by "editable." You can create custom public stamps using the Laserfiche Client and apply that to documents. As for Workflow though, it will only see custom public stamps that do not contain Laserfiche tokens. See this page for more information.
I would like to apply tokens in the form of User Name, Date and Time for the Approval Process. As of now I have found a workaround for the same by using Text Box, but it does not allow me to apply formatting to make it look like a stamp.
Also, will the security be applied by using Text box in a workflow?
If you're trying to have Workflow apply dynamic tokens such as user name, date, or time to a document the Add Text Box activity is going to be the way to go. Of the available options to customize the text box appearance in the activity (such as changing font size, fill color, border color, border thickness, etc.), what extra formatting options are you looking for?
As for security, Workflow can set text boxes to be public, protected, or private which can control whether users can see and edit the text box. I'm not sure if that's exactly your question about security though, so let me know if you're after something else.
If you are licensed for the SDK, you can see how I created a WorkFlow script activity to create the dynamic stamp image in this post on the old forums
https://support.laserfiche.com/ForumsFrames.aspx?Link=viewtopic.php%3ft%3d19621%26amp
@Aaron: I applied the text box, but I want to increase the default size of the text box when it applies to the document. I assumed the text box will expand based on the content it has, but it sticks to its original size, which shows only 1-2 sentences. Further, can I apply signature of the person approving in the text box?
@Bert: Yes, we are licensed for SDK, but the link you provided is not working. Can you please re-share the link?
Log out of the support site and log back in. Then access the forum link again.
The text box activity resizes appropriately for me, both in height and width. Which version of the Laserfiche Client and Server are you using?
Text boxes can only contain text, and signatures are generally too complex to be kept that way. If you'd like to apply a "wet ink" signature to the document (as if the document was signed by hand with a pen), I'd recommend using the "Apply Stamp" activity. Each signature can be captured as a bmp file, and then applied dynamically depending on who's signing the document. More information about configuring the Apply Stamp activity can be found in our Workflow online help files.
If you'd like to apply a digital signature, the "Sign Document" activity is the way to go. Again, more information about this activity can be found in the help files. Note that Workflow can do much more with digital signatures, including signature verification.
Zach,
I am using Laserfiche Client 9.1.1.486 and I am tying to add multiple information in the text box with the help of tokens (e.g. quantity information, signed by, date and time, token fields like PO number, etc.)
So by pulling all the above information the text box does not expand dynamically, it stays in the original size (width and height)
Further, if I apply protected security measures to text box, it does not allow next approval even to move the text box. (e.g. if the text box is applied over some other information then how can an user move a protected text box?)
@Alex: Thanks, logging out and logging back in worked for viewing the forum link.
I found another challenge while working with text box. When I make text box protected, then not only user is unable to edit it, but also gets restricted from moving it around different areas of the document.
My customer is specifically requesting to move the non-editable text box within the same page of the document, as they do not want the text box hide the information behind the text box. (for e,g. the text box might cover the rate or quantity of the invoice on which it is applied).