Configure Document Signature Capture

Use this routine with STORIS Legacy credit card processing and signature capture to define the various parameters used to control the operation of the Document Signature Capture module. In order to edit settings on this screen, the Document Signature Capture module must be licensed and active via General System Control Settings.

The settings here determine whether the business documents should prompt for a signature and under what circumstances the prompt appears. This screen is also used to determine the prompt text to be displayed on the payment terminal, additional text if any, and whether the signature is required.

The Document Signature Capture Process

This process begins with STORIS checking for a signature capture device associated with the process. If a device is not found, the appropriate error message (established in this screen) appears. If a device is present and the below Prompt for Signature checkbox is checked, this process continues with a verification that a signature capture and document print is needed. If these actions are needed, the value of the Prompt for Signature field is evaluated and a message is sent to the device that controls the payment terminal, which prompts the consumer to sign the device. After signing, STORIS retrieves the signature in the proprietary format determined by the vendor (Shift4, Tender Retail, etc.) and temporarily stores it until needed for printing and archiving. When the business document is completed, STORIS checks the grid on this screen to use the designated form for printing and archiving the business document with the captured signature.

Program + Document

To edit the fields below, select a row in the grid representing the business document you want to edit.

Select one of the following to indicate under what circumstances a customer signature is to be requested for the selected program and document type. To disable a prompt for an electronic signature, do not check either box.

Create - The document prompts for a signature only upon the creation of the document. If the document is modified at a later time, no signature is requested.
Update - The document prompts for a signature upon revising the document. Also, any time the document is modified, a signature is requested. If the document cannot be updated, such as a credit/debit card receipt, this option is inactive.

The capture of a signature is dependent on the proper signature capture hardware being present and available to the workstation performing the task. If there is no signature capture hardware present, no signature is captured, but the appropriate PDF document is still created and placed in the Export Path of the Document Archive screen for capture by the 3^rd party document archive system.

This option is not available for Refund Receipts since refunds cannot be modified after initially processed.

If prompting for a signature, enter the text that you want displayed on the payment terminal to prompt the customer for their signature. STORIS allows up to 72 characters of text in this field, but the text display on the terminal is limited by the provided payment terminal screen (including spaces). This is a required field and is multilingual. Click the Action button to access the Text Field - Language Translation Entry screen.

Use this field to enter additional text to explain the purpose of the document about to be signed electronically. The amount of text is limited by the vendor of the device. This is a required field and is multilingual. Click the Action button to access the Text Field - Language Translation Entry screen.

If you check the box at this field, the processes do not permit users or customers to bypass the electronic signature request on the document. If you leave this box blank (default), the user or customer can skip the signature screens.

Use the following settings to establish the rules for handling certain situations encountered during all signature capture enabled programs. At the beginning of the process, STORIS checks for all of the possible programs that are signature capture enabled. Any time the program communicates with the assigned payment terminal, it checks for: Payment Terminal Missing, Communications Failure, Cancel Button Pressed, Payment Terminal Times Out. If any of these occur, they are handled based on the following settings. For the following four settings, 3 options are available: Ignore Error and Continue Without Warning, Continue Processing and Advise User, Do Not Proceed and Advise User.

Click the Arrow button to select the rule to be followed any time a STORIS signature enabled process has a need to communicate with a payment terminal and the terminal is not found. If no payment terminal is assigned, STORIS checks the Credit Card module type being used at the selling location.

If the credit card module type is Legacy, STORIS applies the rule indicated here for that process.
If the credit card module type is EMV Tender Retail, STORIS allows the process to continue expecting that a payment terminal will be assigned later.
If the credit card module type is EMV Shift4, STORIS checks the account for use of a Local UTG.
If a Local UTG is in place, STORIS applies the Payment Terminal Missing rule for that process.
If a Network UTG is in place, STORIS allows the process to continue expecting that a payment terminal will be assigned later.

Click the Arrow button to select the rule to be followed any time a STORIS signature enabled process has a need to communicate with a payment terminal and communication has failed. At the point where STORIS begins the signature process with the payment terminal, STORIS once again checks for the presence of a payment terminal associated with the session. At this point one is required.

If there is no payment terminal associated with the session, STORIS applies the Communications Failure rule for that process.
If a payment terminal is found, STORIS attempts to communicate with it.
If communications fail, STORIS applies the Communications Failure rule for that process.

Click the Arrow button to select the rule to be followed any time a STORIS signature enabled process is communicating with a payment terminal and the Cancel button is pressed. If the consumer touches the Cancel button on the payment terminal, STORIS applies the When Cancel Pressed rule for that process.

Click the Arrow button to select the rule to be followed any time a STORIS signature enabled process has communicated with a payment terminal and is prompting for the signature. If the consumer takes longer than the payment terminal allows to sign the electronic document, STORIS applies the Timeout For Signature rule for that process. STORIS allows for a retry.

This grid lists the programs and business documents that can be enabled for signature capture. Each row contains information for the business document. Currently these are Sales Order, Exchange, Return, Refund (via Enter a Customer Payment/Refund/Gift Certificate), Insurance Forms, Credit Application, Revolving Addendum, Credit Card Receipt, Revolving Credit Agreement, Refund Receipt, and Customer Pickup Tickets (via Enter a Sales Order and Complete a Pickup Without Accessing Sales Order Entry; bulk pickup ticket printing is not affected). For each document, the following is displayed:

Program - Program that generates the business document. Currently, these are All*, Complete a Pickup without Accessing Order Entry, Enter a Customer Payment/Refund/Gift Certificate, Enter a Quick Sale, Enter a Return, Enter a Sales Order, Enter an Exchange, Maintain Customer Deposits, and Print Insurance Forms. *"All" indicates that the Document is not tied to a specific program; for example, a credit application can appear anywhere in STORIS.
Document - The business document
Prompt For Signature - Never, Create, Create and Update
Prompt Text - Text to prompt for signature
Signature Required - Yes or No

Select a line from the grid to edit the appropriate fields.

For Print Insurance Forms, the Request Signature field in Extended Receivables Insurance Code Settings must be enabled for the specific insurance code, except for Cancellation Forms, which do not have an insurance code.

The Prompt for a Signature option in this process is not available for Refund Receipts since refunds cannot be modified after initially processed.