Refreshing Signature Profiles
When initially setting up electronic signature functions, workbench category profiles are empty and must be manually populated. Use E‑Signature Workbench Refresh (36.12.14.4) to update the empty profiles with the QAD-provided default information. You can refresh one category at a time or, optionally, refresh the profiles for an entire group of categories.
You can use this program later to restore the QAD-provided default data, modified in E-Signature Workbench Profile Maintenance, or to update workbench profiles based on existing active profiles.
Note: Any changes you make with this program do not affect activated profiles currently in use.
Indicate if you want to refresh categories or groups; then use the Value field to specify the category name or group name to be refreshed. Leave Value blank to refresh all categories or groups, based on the setting in the Group/Category field. If Value is blank, the system prompts you to confirm.
Use the following field descriptions to enter the values for the refresh process.
Refresh Profiles
Indicate whether to refresh all data for the specified profiles. When this field is Yes, an additional frame displays that you can use to determine which profiles are used as the source of the updates.
Override Fields
Indicate whether to override the field that controls electronic signatures for the specified profiles. When this field is Yes, an additional frame displays.
Refresh Profile Frame
If Refresh Profiles is Yes, the Refresh Profile frame displays.
Source Profile
Enter Activated or Default to indicate which profiles to use as the source for refreshing the profiles selected previously.
Activated: Each specified workbench profile is refreshed using the activated profiles in use on the date specified in Effective Date. The corresponding profiles must be in use on the date specified; otherwise, the system displays an error for each activated profile not found and the refresh does not occur for that profile.
Default: Each specified workbench profile is refreshed using the QAD-provided values. Select this value when initially setting up electronic signature functions to load the QAD-provided values into the profiles for the categories in which you plan to use signatures.
Effective Date
Enter a date when the activated source profile was in use. The workbench profile is refreshed using the active source profile settings in use on this date. If an activated profile was not in use on the specified date, an error displays and the target profile is not refreshed.
Note: This field is available only when Source Profile is Activated.
Example: Enter today’s date to refresh the workbench profiles based on the activated profiles currently being used.
Override Fields Frame
If Override Fields is Yes, the Override Fields frame displays.
E-Signature On
Indicate whether to enable electronic signature functions for the profiles being refreshed.
If Refresh Profiles is No, the value specified here replaces the E‑Signature On value in the current workbench profiles for the specified group or category. However, no other workbench data is updated.
When you refresh based on QAD-provided profiles, signature functions are turned on by default. You can use this field to override that setting.
Use E-Signature Workbench Profile Maintenance to change this value for individual profiles.