Show/Hide Toolbars

Jim2® Business Engine Help File

Reports can be flagged as Signable, meaning the report can be executed server-side and be displayed to the user via Jim2 Mobile for signing.

 

The report is then regenerated with an image of the signature embedded, and saved as a signed document against the related Jim2 object (job, quote etc.).

 

warning1

System reports should never be modified – make a copy of the existing system report and make changes to that copy. This ensures that reports don't become broken during upgrades. A warning will pop to screen that system reports cannot be edited.

 

report cannot edit

 

User cardfiles can include the user’s signature as an image, which can be used in signed reports. The signature is made available to the report via the report’s JimSystem data pipeline at point of document generation.

 

signature on CF

 

Signature related report fields available:

 

Data Pipeline

Data Field

Related report component

Description

JimSystem

Signature

DBImage

Scanned image of customer/user signature.

JimSystem

SignatureDate

DBText

Date and time that customer/user signed. Set display format as required. For example: dd mmm yyyy h:mm AM/PM

JimSystem

SignatureName

DBText

Name of customer/user at point of signing.

JimSystem

UserSignature

DBImage

Signature of Jim2 logged user at point of signing. This is a scanned image of the user's signature saved as a document and linked to the user's cardfile. File type should be an RGB and .PNG. Document usage type should be Signature.

 

signed doc

JimSystem

UserName

DBText

Name of Jim2 logged user at point of signing.

 

Further information

Report Designer

Report Designer at a Glance

Report Designer Menus

Report Designer Errors

Report Designer Toolbar

Report Explorer

Report Explorer Functions

Trackable Reports

 

How to

Add a Signable Report for Jim2 Mobile

Add Images to Reports

Add Logo to Stick Report

Add Text to Reports

Change Sticker Report Size

Display Company Logo In Reports

Export a Report

Import a Report

Locate Reports to Export

Make a Report Inactive

Open a Report for Redesign

Set up Back of Page Text on Invoice

 

For more detailed information regarding Report Designer please refer to www.digital-metaphors.com (copy and paste into a web browser).