2.7.6. Stamp Templates
The Stamp Templates feature is only available when the additional package dfx-stamp is installed.
Using stamp templates, you can create stamps of various types, such as a seal, barcode, QR code, and others. You can then apply the created stamps to documents in PDF or Word format.
2.7.6.1. Stamp Template Types
- Document Blank – required to generate a document when there is no attachment.
- Document – applies a combination of different stamp types to a document. You can combine multiple child templates into one parent template. For example, you can place a "QR code" stamp template on the first page, a "Seal" template on the middle pages, and a "Facsimile" template on the last page.
- Barcode – applies a barcode to a document.
- Text Block – applies a stamp in the form of a text block to a document.
- QR Code – applies a QR code to a document.
- Seal – applies an image to a document.
- Facsimile – applies a drawing with a signature to a prepared MS Word file.
2.7.6.2. Create a Stamp Template
-
In the navigation panel, select the Studio 1 workspace.
-
Select the Forms and Templates 2 shortcut group, then select the Stamp Templates 3 shortcut.
-
In the toolbar, select Create 4.
-
Fill in the fields 1 using the hints in the table below, then in the toolbar, select Save 2.
| Field | Description |
|---|---|
| Code* |
|
| Name* | The display name of the stamp template. ℹ️ Note: You can set the stamp template name for different languages. To do this, in the Name field, select the icon and fill in the fields for other languages. Then select the Apply button. |
| Description | A short description of the stamp template. Example: "A stamp for marking approved documents with the date and signature of the responsible person." |
| Stamp Type | Select one of the following stamp types:
|
Fields marked with * are required.
-
Go to the next tab — it will have the same name as the stamp type you selected earlier.
-
Fill in the fields 1 using the hints from the section that corresponds to the selected stamp type:
-
In the toolbar, select Save 2.
The fields on this tab differ depending on the selected stamp type.
2.7.6.2.1. Stamp Type: Document Blank
| Field | Description |
|---|---|
| Use PDF blank | Enables creating a blank in .pdf format. |
| Number of pages | Specify the number of pages in the document blank. |
| Orientation | Select one of the following orientation options:
|
| Format | Select one of the following page size options:
|
2.7.6.2.2. Stamp Type: Document
| Field | Description |
|---|---|
| First page template | Select a stamp template you previously created in the platform from the list. This template will be applied to the first page of the document. |
| Middle pages template | Select a stamp template you previously created in the platform from the list. This template will be applied to all pages of the document except the first and last. |
| Last page template | Select a stamp template you previously created in the platform from the list. This template will be applied to the last page of the document. |
Page
| Field | Description |
|---|---|
| Significant | In this field, select which parameters will be used for the template:
|
| Position on page | Select one of the following stamp position options on the page:
|
| Left margin | Enter a numeric value for the left margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Top margin | Enter a numeric value for the top margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Right margin | Enter a numeric value for the right margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Bottom margin | Enter a numeric value for the bottom margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Rotation | To rotate the stamp clockwise, select one of the following values:
|
2.7.6.2.3. Stamp Type: Barcode
| Field | Description |
|---|---|
| Page number | Enter the page number on which the barcode will be placed. ℹ️ Note: For the barcode to be applied to the selected page, set the Stamp position field below to Custom. |
| Number of pages | Specify the total number of pages in the document. This helps the system correctly place the barcode, especially if it should appear on the last page. |
| Signature behavior | Select one of the following options:
|
| Certificate series | Enter the digital signature certificate series. |
| Certificate valid from | Enter the certificate start date. |
| Certificate valid to | Enter the certificate expiry date. |
| Signature time | Enter the date the signature was applied. |
| Full name from certificate | Enter the full name of the certificate owner exactly as it appears in the certificate document. |
| Signatory | Enter the name of the person who actually signs. This may differ from the full name in the certificate. |
| Organization name | Enter the full name of the signatory's organization. Example: "LLC "Star"." |
| Organization EDRPOU | Enter the 8-digit EDRPOU code of the signatory's organization. Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp:'\nEDRPOU:'+STR($stamp.signInfoOrgEDRPOU)+ — display the organization's EDRPOUℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| DRFO | Enter the 10-digit individual tax number of the signatory (formerly known as the identification code). Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nDRFO1112:'+STR($stamp.signInfoSubjectDRFO)+ — display the individual's DRFOℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| Position | Enter the signatory's job title. Example: "General Director". Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nPosada:'+$stamp.signInfoOrgPosition+ — display the signatory's positionℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| Unit | Enter the name of the department the signatory belongs to. Example: "Sales Department". Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nPidrozdyl:'+$stamp.signInfoOrgUnit+ — display the signatory's unitℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
Page
| Field | Description |
|---|---|
| Stamp position | Select the pages of the document on which the stamp will be applied:
|
| Position on page | Select one of the following stamp position options on the page:
|
| Left margin | Enter a numeric value for the left margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Top margin | Enter a numeric value for the top margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Right margin | Enter a numeric value for the right margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Bottom margin | Enter a numeric value for the bottom margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Rotation | To rotate the stamp clockwise, select one of the following values:
|
Text
| Field | Description |
|---|---|
| Value | This field contains the template code that defines the content and formatting of the stamp. It includes special expressions that are automatically populated with data when the stamp is generated. The code can be edited to change the information displayed on the stamp or its formatting. |
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
| Text position | Select the position of the text relative to the barcode:
|
| Indent | Enter a numeric value for the text indent from the barcode. The platform uses pixels (px) as the unit of measurement. |
| Maximum width | Enter a numeric value for the maximum width of the stamp. The platform uses pixels (px) as the unit of measurement. The default width is 260 px. |
Code
| Field | Description |
|---|---|
| Barcode width | Enter a numeric value for the barcode width. The platform uses pixels (px) as the unit of measurement. |
| Barcode height | Enter a numeric value for the barcode height. The platform uses pixels (px) as the unit of measurement. |
| Barcode symbology | Select Code128. |
| Align | Select one of the following alignment options for the barcode:
|
Attachment
| Field | Description |
|---|---|
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
Organization
| Field | Description |
|---|---|
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
Control
| Field | Description |
|---|---|
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
Number of sheets
| Field | Description |
|---|---|
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
Attachment number
| Field | Description |
|---|---|
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
Timestamp
| Field | Description |
|---|---|
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
2.7.6.2.4. Stamp Type: Text Block
| Field | Description |
|---|---|
| Page number | Enter the page number on which the text block will be placed. ℹ️ Note: For the text block to be applied to the selected page, set the Stamp position field below to Custom. |
| Number of pages | Specify the total number of pages in the document. This helps the system correctly place the text block, especially if it should appear on the last page. |
| Signature behavior | Select one of the following options:
|
| Certificate series | Enter the digital signature certificate series. |
| Certificate valid from | Enter the certificate start date. |
| Certificate valid to | Enter the certificate expiry date. |
| Signature time | Enter the date the signature was applied. |
| Full name from certificate | Enter the full name of the certificate owner exactly as it appears in the certificate document. |
| Signatory | Enter the name of the person who actually signs. This may differ from the full name in the certificate. |
| Organization name | Enter the full name of the signatory's organization. Example: "LLC "Star"." |
| Organization EDRPOU | Enter the 8-digit EDRPOU code of the signatory's organization. Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp:'\nEDRPOU:'+STR($stamp.signInfoOrgEDRPOU)+ — display the organization's EDRPOUℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| DRFO | Enter the 10-digit individual tax number of the signatory (formerly known as the identification code). Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nDRFO1112:'+STR($stamp.signInfoSubjectDRFO)+ — display the individual's DRFOℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| Position | Enter the signatory's job title. Example: "General Director". Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nPosada:'+$stamp.signInfoOrgPosition+ — display the signatory's positionℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| Unit | Enter the name of the department the signatory belongs to. Example: "Sales Department". Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nPidrozdyl:'+$stamp.signInfoOrgUnit+ — display the signatory's unitℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
Page
| Field | Description |
|---|---|
| Stamp position | Select the pages of the document on which the stamp will be applied:
|
| Position on page | Select one of the following stamp position options on the page:
|
| Left margin | Enter a numeric value for the left margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Top margin | Enter a numeric value for the top margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Right margin | Enter a numeric value for the right margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Bottom margin | Enter a numeric value for the bottom margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Rotation | To rotate the stamp clockwise, select one of the following values:
|
Text
| Field | Description |
|---|---|
| Value | This field contains the template code that defines the content and formatting of the stamp. It includes special expressions that are automatically populated with data when the stamp is generated. The code can be edited to change the information displayed on the stamp or its formatting. |
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
| Maximum width | Enter a numeric value for the maximum width of the stamp. The platform uses pixels (px) as the unit of measurement. The default width is 260 px. |
2.7.6.2.5. Stamp Type: QR Code
| Field | Description |
|---|---|
| Page number | Enter the page number on which the QR code will be placed. ℹ️ Note: For the QR code to be applied to the selected page, set the Stamp position field below to Custom. |
| Number of pages | Specify the total number of pages in the document. This helps the system correctly place the QR code, especially if it should appear on the last page. |
| Signature behavior | Select one of the following options:
|
| Certificate series | Enter the digital signature certificate series. |
| Certificate valid from | Enter the certificate start date. |
| Certificate valid to | Enter the certificate expiry date. |
| Signature time | Enter the date the signature was applied. |
| Full name from certificate | Enter the full name of the certificate owner exactly as it appears in the certificate document. |
| Signatory | Enter the name of the person who actually signs. This may differ from the full name in the certificate. |
| Organization name | Enter the full name of the signatory's organization. Example: "LLC "Star"." |
| Organization EDRPOU | Enter the 8-digit EDRPOU code of the signatory's organization. Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp:'\nEDRPOU:'+STR($stamp.signInfoOrgEDRPOU)+ — display the organization's EDRPOUℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| DRFO | Enter the 10-digit individual tax number of the signatory (formerly known as the identification code). Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nDRFO1112:'+STR($stamp.signInfoSubjectDRFO)+ — display the individual's DRFOℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| Position | Enter the signatory's job title. Example: "General Director". Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nPosada:'+$stamp.signInfoOrgPosition+ — display the signatory's positionℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
| Unit | Enter the name of the department the signatory belongs to. Example: "Sales Department". Then scroll down to the Text 1 section, and in the Value field, add the following script to display the entered value on the stamp: '\nPidrozdyl:'+$stamp.signInfoOrgUnit+ — display the signatory's unitℹ️ Note: In the last line of the script you enter, the "+" at the end is not needed — remove it. The "+" is only required if you plan to add more script lines after it. |
Page
| Field | Description |
|---|---|
| Stamp position | Select the pages of the document on which the stamp will be applied:
|
| Position on page | Select one of the following stamp position options on the page:
|
| Left margin | Enter a numeric value for the left margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Top margin | Enter a numeric value for the top margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Right margin | Enter a numeric value for the right margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Bottom margin | Enter a numeric value for the bottom margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Rotation | To rotate the stamp clockwise, select one of the following values:
|
Text
| Field | Description |
|---|---|
| Value | This field contains the template code that defines the content and formatting of the stamp. It includes special expressions that are automatically populated with data when the stamp is generated. The code can be edited to change the information displayed on the stamp or its formatting. |
| Font name | Select a font from the list to apply to the stamp text. |
| Font size | Enter a numeric value for the font size of the stamp text. The platform uses pixels (px) as the unit of measurement. |
| Color | Enter the stamp text color value in hex format. |
| Bold | Check this box if you want the stamp text to use bold font. |
| Align | Select one of the following text alignment options for the stamp:
|
| Text orientation | Select one of the following options:
|
| Text position | Select the position of the text relative to the QR code:
|
| Indent | Enter a numeric value for the text indent from the QR code. The platform uses pixels (px) as the unit of measurement. |
| Maximum width | Enter a numeric value for the maximum width of the stamp. The platform uses pixels (px) as the unit of measurement. The default width is 260 px. |
Code
| Field | Description |
|---|---|
| Value | This field contains the template code that defines the content and formatting of the stamp. It includes special expressions that are automatically populated with data when the stamp is generated. The code can be edited to change the information displayed on the stamp or its formatting. |
| QR code width | Enter a numeric value for the QR code width. The platform uses pixels (px) as the unit of measurement. |
| QR code height | Enter a numeric value for the QR code height. The platform uses pixels (px) as the unit of measurement. |
| QR code quality | Select one of the following QR code quality levels:
|
| QR code type | Select Auto-detect. |
2.7.6.2.6. Stamp Type: Facsimile
| Field | Description |
|---|---|
| Position on page | Select one of the following stamp position options on the page:
|
| Left margin | Enter a numeric value for the left margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Top margin | Enter a numeric value for the top margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Right margin | Enter a numeric value for the right margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Bottom margin | Enter a numeric value for the bottom margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Rotation | To rotate the stamp clockwise, select one of the following values:
|
| Facsimile | |
| Employee | From the list, select the employee whose facsimile you need. Only employees who have added their facsimile will appear in the list. If the required employee does not have a facsimile, you can add it in employee edit mode. The file must contain a hidden block (a transparent image) into which the facsimile is applied. |
2.7.6.2.7. Stamp Type: Seal
| Field | Description |
|---|---|
| Stamp position | Select the pages of the document on which the stamp will be applied:
|
| Position on page | Select one of the following stamp position options on the page:
|
| Left margin | Enter a numeric value for the left margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Top margin | Enter a numeric value for the top margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Right margin | Enter a numeric value for the right margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Bottom margin | Enter a numeric value for the bottom margin of the stamp from the edge of the page. The platform uses pixels (px) as the unit of measurement. |
| Rotation | To rotate the stamp clockwise, select one of the following values:
|
Seal
| Field | Description |
|---|---|
| Image source | Select the source from which the seal image will be retrieved:
|
Entity
| Field | Description |
|---|---|
| Entity name | (Fill in this field if you selected Entity as the image source.) Enter the name of the entity to which the seal image is linked. Possible entity names that may contain an image:
|
| ID | (Fill in this field if you selected Entity as the image source.) Enter the unique identifier of the entity. To get the ID: 1. Open the required entity in the platform. 2. Copy the link to it. 3. From the link, copy everything after instanceID=.Example for uba_user: 1. Go to the Users registry. 2. Select the required user. 3. In the toolbar, select 1, then select Link 2. 4. Paste the copied link into a text editor, then copy everything after instanceID=.5. Paste the copied value into the ID field. |
| Attribute name | (Fill in this field if you selected Entity as the image source.) Enter the name of the entity attribute that contains the seal image.
|
| File content base64 | (Fill in this field if you selected File content base64 as the image source.) Paste the base64-encoded seal image. You can use free online converters that convert jpeg images to base64 format. |
| Size type | Select one of the following size types:
|
| Size value | Enter a numeric value for the seal size. How this value is interpreted depends on the selected size type. The platform uses pixels (px) as the unit of measurement. |
2.7.6.3. Add Additional Information to a Stamp
The platform also allows you to create stamps on documents signed with qualified electronic signatures (QES). When configuring stamps, you can include additional information about the signatory:
-
For organizations:
- Organization EDRPOU code
- Signatory's position in the organization
- Signatory's unit in the organization
-
For individuals:
- Individual tax number (DRFO).
To configure additional information on a stamp, follow these steps:
-
Open or create a stamp template (see the Stamp Templates section).
-
Go to the tab 1 that has the same name as the stamp type you selected.
-
Find the fields you want to add to the stamp 2 and fill them in.
-
Scroll down to the Text 1 section, and in the Value field, add the required script line 2 to display the entered values on the stamp:
'\nEDRPOU:'+STR($stamp.signInfoOrgEDRPOU)+— display the organization's EDRPOU'\nDRFO1112:'+STR($stamp.signInfoSubjectDRFO)+— display the individual's DRFO'\nPosada:'+$stamp.signInfoOrgPosition+— display the signatory's position'\nPidrozdyl:'+$stamp.signInfoOrgUnit+— display the signatory's unit
Note:In the last line of the script you enter, the "+" at the end is not needed — remove it. The last line does not require a "+" because there are no other lines to concatenate after it.
-
In the toolbar, select Save.
2.7.6.4. Edit a Stamp Using a Script
You can also apply additional template settings in the Script tab. Settings defined via a script take precedence over settings configured through the native interface. If you first configured a template using the interface and then added manual parameters via a script, the script settings will override the default ones.
To enable script-based stamp editing, follow these steps:
-
Open the Constructor tab 1 of the entity that contains the stamp.
-
Switch to Script mode 2.
-
In the script code, enable the editing option by adding
"important": true,3, then define the parameters you want to override below it 4.
2.7.6.5. Activate Stamp Application to Files
You can add a stamp to specific attributes on a document type form or a task form. There are three ways to activate the stamp application:
2.7.6.5.1. Using an Action Button in an Attribute
-
If you want to activate a stamp for a specific document type, go to the Document Types 2 shortcut > the required document type > Constructor tab 3.
Or
-
If you want to activate a stamp for a specific task form, go to the Forms and Templates 2 shortcut group > Task Forms 3 shortcut > the required task form > Form tab 4.
-
On the form, select or add one of the following attribute types:
- Standard attribute Document Image
- Standard attribute Document Attachments
- Custom attribute of type File
- Custom attribute of type File Collection
Note:Stamps can be applied to attachments in MS Word format (its PDF image) / PDF.
-
Hover over the attribute, then select the icon.
-
Enable the Stamp on document 1 toggle, then select the Save 2 button.
-
Select the attribute again 1, then in the settings go to the Stamp Templates section and fill in the fields 2 using the hints in the table below.
| Field | Description |
|---|---|
| Stamp template | Select the stamp template you want to apply to the document. |
| Blank template | Select the blank template to which you want to move the document content. |
| Allow user to change | Enable this toggle if you want to allow the user to change the stamp template and its position before applying the stamp. |
| Source | From the list, select the source from which the platform should take the document to stamp. Currently, there is one available option: Self — the document to be stamped is taken from the current form (the document form you are working in). |
| Action | From the list, select the action to perform after the stamp is applied:
|
| Save conditions (available only for the Print and save and Save actions) | From the list, select one of the conditions for handling a signature in the file:
|
| Destination (available only for the Print and save and Save actions) | From the list, select where to save the stamped file:
|
- In the toolbar, select Save.
After configuration, users will be able to manually apply the stamp to all documents generated from this document type. To apply a stamp to a document, follow these steps:
-
Open the appropriate workspace depending on the entity type that contains the document you want to stamp:
1.1. To apply a stamp to a document on a document form, in the navigation panel, select the Documents 1 workspace, then select the Documents 2 shortcut.1.2. To apply a stamp to a document on a task form, in the navigation panel, select the Tasks 1 workspace, then select the All Tasks 2 shortcut.
-
Select the required task or document.
-
Find the file attribute that contains the document you want to stamp, then select the icon.
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Specify the stamp position in the document 1, then select the Apply 2 button.
Note:The Position window will only appear if the Allow user to change toggle was enabled when configuring the stamp in the file attribute.
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In the Preview window, you will see the document with the stamp applied. Select the Save button to save the result.
2.7.6.5.2. Using the Events Feature
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In the navigation panel, select the Studio 1 workspace.
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Select the Document Types 2 shortcut, then select the required document type 3.
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Go to the Events 1 tab, then select Add handler 2.
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In the Event 1 field, select from the list the event after which the stamp will be applied automatically.
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In the Handler type 2 field, select Stamp on document.
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Fill in the remaining fields 1 using the hints in the table below, then select the Add 2 button.
The stamp will now be applied to the document automatically when the selected event occurs.
| Field | Description |
|---|---|
| Stamp template | Select the stamp template you want to apply to the document. |
| Blank template | Select the blank template to which you want to move the document content. |
| Allow user to change | Enable this toggle if you want to allow the user to change the stamp template and its position before applying the stamp. |
| Source | From the list, select the source from which the platform should take the document to stamp. If the form has multiple file-type attributes, you can select one of them as the source for stamping. Alternatively, you can select Self — the document to be stamped is taken from the current form (the document form you are working in). |
| Save conditions | From the list, select one of the conditions for handling a signature in the file:
|
| Destination | From the list, select where to save the stamped file:
|
- In the toolbar, select Save.
2.7.6.5.3. Using Scripts
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If you want to activate a stamp for a specific document type, go to the Document Types 2 shortcut > the required document type > Constructor tab 3.
Or
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If you want to activate a stamp for a specific task form, go to the Forms and Templates 2 shortcut group > Task Forms 3 shortcut > the required task form > Form tab 4.
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On the form, select or add one of the following attribute types:
- Standard attribute Document Image
- Standard attribute Document Attachments
- Custom attribute of type File
- Custom attribute of type File Collection
Note:Stamps can be applied to attachments in MS Word format (its PDF image) / PDF.
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In the attribute settings, go to the Stamp Templates section.
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Hover over Generate script 1, then select the action you want to activate 2. The required script will be copied to the clipboard.
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Switch to Script mode 1, then in the text field 2, paste the copied script.
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In the toolbar, select Save.