Within the PDF Editor, when a User has "uploaded" their signature to a PDF editor within a case, it should remain available for all PDFs accessed via the PDF Editor in the case's case docs. It is very misleading, as there is a drop-down arrow next to the signature box, which leads a user to believe they can click the arrow and make their selection. However, the drop-down arrow does nothing.
Currently, a user has to re-upload their signature for each PDF that is opened in a case, regardless of if the user already uploaded it once to the case.
This is inefficient, redundant, and unnecessary. Similar to how a user defines his or her own screen columns, and how Neos can save settings, the signature being saved for use in the PDF editor should be a setting. That is, once it is uploaded, it should remain available for future use.
There should be a way that when a user uploads his or her signature to the PDF Editor in a case that the signature remains available in the PDF Editor for selecting and applying to other PDF documents within the case.
If this cannot be achieved on a case-by-case basis, that is, available as-needed. Perhaps, it could be a setting in the staff profile... a toggle perhaps to make the signature available in the PDF Editor for that staff across all PDFs within all cases.
Please see the attached numbered screenshots for additional clarity.
Thank you.
Guest
