GoSign User Guide

USER GUIDE


GoSign is really simple to use.  Once you have completed the  installation instructions, all you have to do is tell the Triggered Script where to save the data. That’s what this document will cover.  Make sure you have the Demo/Example file handy, i.e. the unlocked FileMaker file that came with your download.  You will need it.

Getting Setup

Mac Users

Remember that if you are running on FileMaker Pro without a FileMaker Pro Server then you will need to Self Host.  This means you will need to share your file, and then open it a second time using Open Remote. If you have uploaded your file to a FileMaker server then you don’t have to worry about this part.

The key is that GoSign requires your file to be shared, either by FileMaker Server of FileMaker Pro to work on Mac Desktops. FileMaker Go ( iOS ) and Windows users do not have this requirement.

Windows Users

Windows users will need one extra step. Check it out  here.

FileMaker 12 Users

GoSign does work with FileMaker 12 desktop solutions but you will need an additional free plugin installed. The BaseElements plugin can be  downloaded from its web site. It is completely free.

Saving the Signature to a Container

The script we need to write is pretty simple.  The script is fired  by the WebViewer signature pad when ever the user stops moving their finger (or stylus). There are examples in the demo file.  Take a look at the Script “BasicExampleOnStopSigning”.  You can also watch the [wp_lightbox_fancybox_anchor_text_vimeo_video link=”http://vimeo.com/85570578″ title=”Saving the Signature to the Container” text=”video”] to see how we do it.

GoSign Documentation

There are just 5 script steps that do anything.  The rest are just comments. Here are the steps.

#
Set Variable [$data; Value:Get (ScriptParameter)]
#
Perform Script [“Decode Base64Encoded Image to PNG ( base64EncodedImage )”; Parameter: $data]
Set Variable [$png; Value:Get (ScriptResult)]
#
#
Set Field [GoSign3Demo::SignaturePNG[]; $png]
#
Commit Records/Requests [No dialog]

Most of the hard work is handled by one of the Scripts that you copied into your solution in the installation.  The script “Decode Base64Encoded Image to PNG ( base64EncodedImage )” does the conversion from Base64 encoded image to a PNG.  It hands back a nice little PNG image that can you can save into any container field with a simple Set Field Step.  Thats the 4th step in the step shown above.

Using the Configurator

The Configurator makes it easy to style the Signature Pad the way you want. It also helps you modify other behavior such as choosing the script to run.  The “Configurator” is in the GoSign3.fmp12 file that you received in the download.  This feature only works once you have purchased the fully unlocked file. Configure GoSign the way you want. Make sure you enter in the exact spelling of the Script you made above.

CopyButton

Once you have it set the way you want, just click the “copy to clipboard” button.

That will copy the fully configured WebViewer Code onto your clipboard.  All you have to do now is paste that into a web viewer in your own file and you are good to go.

If you have the free BaseElements plugin installed then a complete WebViewer layout object is placed on your clipboard. All you have to do then is just paste onto your layout.

That’s it!  Take a look at the other examples for how you might want to do something more complicated.

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