Assigning Default Signatures by Material Type

An updated ElmTree feature allows you to set a default Reviewer and Signer by material type. Learn where you can set these defaults.

Setting Defaults for New Projects:

Select ‘Material Types’ from the Setup menu.

Once selected, the Material Types window will open up.

Choose a material type from the tree on the left side of the window. Once you have the material type selected, you can choose the employee(s) you want to set as the default Reviewer and Signer. The Bmp checkbox determines whether or not you use the signature associated for the employee when marking a report Signed.

Setting the Defaults for Existing Projects:

Projects that have been set up before you assign a default Reviewer and Signer by material type will not be impacted by this change. Default Reviewers and Signers for existing projects will need to be set in the ‘Signature’ tab of the Project Setup window.

In the Project Signature Assignment window, you are able to set default a Reviewer and Signer by material type. The Use Scan checkbox has the same functionality the Bmp checkbox has — it determines whether or not you use the signature associated for the employee when marking a report Signed.

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