Signatures can be automatically added to documents. If you are trying to use a signature on a document and it isn't working, please check the following things.
- Do you have a signature on file within Global Wizard? If you haven't already requested a signature file be added to your profile within Global Wizard using the instructions found on this Solutions Article.
- Are you trying to create a document that can support signatures? Signatures can be generated on the following documents.
BILL OF LADINGCA - CI1 CANADIAN CUSTOMS INVOICE
CARIBBEAN COMMON MARKET
CERTIFICATE OF ORIGIN
COMMERCIAL INVOICE L
COMMERCIAL INVOICE P
INLAND BILL OF LADING
ORDER CONFIRMATION P
PACKING LIST BREAK BULK L
PACKING LIST BREAK BULK NO VALUE L
PACKING LIST BREAK BULK NO VALUE P
PACKING LIST BREAK BULK P
PACKING LIST CONTAINERIZED L
PACKING LIST CONTAINERIZED NO VALUE L
PACKING LIST CONTAINERIZED NO VALUE P
PACKING LIST CONTAINERIZED P
SHIPPER'S LETTER OF INSTRUCTION
SLI - AES READY
SPECIAL FORM 1
SPECIAL FORM 2
SPECIAL FORM 3
- You know that your signature file is in Global Wizard, but have you created the signature clause within your company's profile? To check on this or to create a clause, follow the instructions below.
While logged into Global Wizard > “Select Customer” > Shipment Wizard > Client Data
Click on “Clauses”
Do a quick search for your signature clause.
If your signature clause cannot be found, click on “New Clause”.
Name new clause with user’s name.
In the text box type “______________________”. Press enter to add additional signature details such as name and title typed out.
The clause isn't attached to a shipment or the clause is not assigned to the document. Within the shipment you are working with, you may need to add the clause as well as assign the documents.
While logged into Global Wizard and within the shipment, click on "Clauses" within the left menu and select "Footer Clause"
A list of clauses for this shipment will appear. If no clauses are listed, you can add one by clicking the search button and selecting the clause from the list.
Select the Signature File. The text will appear in the text box.
Check the boxes next to the document names where you'd like this signature to appear.
Be sure to click the "Save" button.