Documents come from the server, signatures are drawn in a box on the screen, and pictures are chosen from files on this computer. You will be able to print or save a document, collect a signature on a release, and attach pictures to an impound.
Before you start #
- You need the dispatcher, advisor, manager or owner role, the same as for the screen that holds the document.
- Documents need the server. Offline, the button says "This needs the server" and works again when the connection is back.
Print or save a document #
- Open the record: a call for the tow ticket, a yard record or impound for the release form and lien notice, a repair order, an invoice, or a billing account statement.
- Choose the document button, for example Tow ticket, Release form, Lien notice, Repair order or Invoice. A short menu opens with Print, Save as a file and Open.
- Choose Print. The app saves the PDF in a temporary folder and uses the PDF viewer's own print command, so Windows shows its print window. A viewer without a print command opens the file instead, and the screen tells you to press Ctrl+P there.
- Choose Save as a file to pick a folder and a file name. Choose Open to read it in your PDF viewer first.
- Statements and trip lists also come as CSV files for a spreadsheet. Those two menus show Save as a file and Open only.
Draw a signature #
- In the release window, find the Sign here box.
- Draw with a mouse, a finger on a touch screen, or a pen. Choose Clear to start again. The box shows Signature drawn once it holds ink, and Narrator reads that status.
- If the person signed a paper form instead, tick Signed on the paper form. Nothing needs to be drawn then.
- Choose the release button. The signature is stored with the release as a picture, black ink on a white page.
Attach a picture #
- In the window that asks for a picture, such as a new impound with its signage and vehicle photos, choose Choose a picture.
- Pick a file. JPEG, PNG, WebP, BMP, GIF and TIFF files that Windows can open work. The app makes a JPEG with its long side no longer than 2,000 pixels, which keeps it under the server's 10 MB limit.
- The file name shows beside the button. Choose Change to pick another file, or Remove to attach nothing.
Technical details
Documents are fetched with the same server address and sign-in token the app uses for everything else, then written to a temporary folder named psd-documents for Print and Open, or to the place you pick for Save as. The signature box is drawn by the app from the points you draw. The strokes become a 600 by 200 pixel PNG sent as a data: address in the signature field of the release. Pictures are sent as data:image/jpeg;base64, text in the photo fields.
If something goes wrong #
- "The file could not be saved or opened. Try again." The folder may be locked. Choose another folder or Open first.
- "That file cannot be read as a picture." Choose a JPEG or PNG copy of it.
- A document says the server refused it. The message is the server's own, for example that the lien notice needs its wording saved first. See the lien notice template article.