How To eSignature Form for Procurement

How To Sign Form for Procurement

[Music] you can print hard copies of your purchase orders and other documents or he can send documents to your suppliers electronically spend map comes with built in forms and you can purchase additional form layouts or have custom forms designed specifically for your needs through spend Maps client services group you can preview how your purchase orders and other documents will look using the preview button in the applicable document work area in addition to printing hard copies of your forms you can send purchase orders releases rfqs and other documents to your suppliers by auto fax or email you can also push purchase orders directly into your suppliers online order entry systems using punch-out and if you're using the web-based version of spend map suppliers can also receive and respond to their rfqs in the supplier portal you can indicate how each supplier wants to receive their documents using this field in the supplier master file which you can then update on an order by order basis using this field in the PIO header screen you can configure spend Maps fax email and punch up capabilities to your needs using these menus and you can learn more about sending documents electronically in the section of the online help whether you're sending documents electronically or printing hard copies your forms can include electronic signatures so that POS and other documents will have official authorization without anyone having to put into paper when forms are generated spend map will automatically include the appropriate signature this would typically be a different buyers signature for each order or you might have a single signature for all documents like a manager or other person of authority all standard forms and most custom forms will include a space for your company logo if you're using a custom smart form different logos might appear based on the division or other details of the order you can learn how to setup your logo in this section of the online some forms offer supplemental documents that can be included automatically when the transactions are processed the most popular supplemental document is the terms and conditions page that would include legal terms that are too long to include in the body of the form itself and just as a reminder if you have shorter comments that you'd like to include on an order by order basis you can set up boiler plates to reduce data entry for additional details on terms and conditions pages and the other supplemental documents take a look at these sections of the online health and finally in Pio printing settings you'll find a variety of options that will affect how your forms will print including the ability to enable multiple copies change how certain fields appear on the forms and you can use these buttons to upload your electronic signatures or select from a variety of form layouts