This is a continuation of my previous question regarding making a change in a PDF and saving it from within Laserfiche. https://answers.laserfiche.com/questions/86171/Saving-PDF-Changes-Especially-Signatures
General changes to a PDF (fillable fields, for example) seem to work smoothly;
- You open the pdf.
- Make a change.
- Go to the File menu and click Save.
- Close the PDF.
- Laserfiche automatically asks if you want a new version, new document, overwrite, etc.
The same is not the case when doing an Adobe Acrobat digital signature in a PDF in Laserfiche.
- you open the pdf
- you click on the signature field and apply your Adobe digital signature
- Adobe immediately opens a window to save the the document to your computer. If you click Cancel, the signature will not apply, so you must save it to your computer.
- you then need to drag that saved file back into Laserfiche
- Laserfiche will then open the dialog to save as a new version, document, etc.
Although this is still a quick process, we are worried about two important things:
- When some basic Laserfiche users save the document to their computer, some may not realize where they are saving it, or worse, think they are saving to Laserfiche when they are not. This would cause a workflow process to not follow through, as there is no Change event happening if the user does not find that document and drag it back in.
- The client does not want half-completed documents floating around on users' computers, outside of Laserfiche. There is no automatic delete option outside of LF, so this means users would have to be trained to delete the document after re-import. The idea of Workflow is to take mundane tasks away from users and ensure proper flow.
So my question is, has anyone out there worked with Adobe digital signatures in a Laserfiche Workflow (or even just in Laserfiche with no workflow), and if so, is this the only way that a digital signature process can work, or is there a way to make this like the first process I described?
Let me know if I need to clarify any of these points.