How to use the electronic signature approval screen?

author:havapen date:2025-04-16 09:13:22
Electronic signature approval screen is a convenient and efficient electronic device mainly used for operations such as signing and annotating electronic documents. The following are the detailed usage steps:


I. Connecting the device and preparatory work


Connecting power and interfaces
First, plug the power cord of the electronic signature approval screen into a suitable power socket to ensure that the device can be powered on normally. Then, use a USB cable or other specified connection cable (such as HDMI, etc., depending on the interface requirements of the device) to connect the signature approval screen to the computer. If it is a device connected via Wi-Fi, you need to configure the Wi-Fi network according to the device manual to ensure that the device can communicate with the computer or other terminal devices.


Installing drivers and software
Most electronic signature approval screens need to install corresponding drivers to work properly. Usually, the device comes with a driver CD, or you can download the latest driver from the manufacturer's official website. Install the driver on your computer. This process may require restarting the computer to make the driver fully effective.


In addition to the driver, you also need to install signature approval software. The function of the signature approval software is to recognize the input of the signature approval screen and apply it to electronic documents. Some devices may come with signature approval software, or you can use third-party electronic signature and annotation software, such as Adobe Acrobat DC, etc. (If using third-party software, additional configuration may be required to make the signature approval screen compatible with it).


II. Basic settings and calibration (if required)


Device settings
After opening the signature approval software, enter the device settings option. Here, you can set the pressure sensitivity of the signature pen. Pressure sensing is an important function of the electronic signature approval screen. It can produce lines of different thicknesses according to the strength of your pen use, just like writing on paper with different forces. According to your own preferences and actual needs, you can adjust the intensity of pressure sensing through sliders or other adjustment tools in the software.


You can also set basic parameters such as the color and line width of the signature. For example, if you often need to sign in red, you can select red as the default signature color in the color option; if you want the signature line to be relatively thick for highlighting, you can set the line width larger.


Calibration (required for some devices)
Some electronic signature approval screens may need to be calibrated after first use or when the usage environment is changed. The purpose of calibration is to ensure that the operating position of the signature pen on the screen precisely matches the position displayed on the screen. In the device settings or calibration option of the software, there will be a calibration wizard. Generally speaking, in the calibration process, several calibration points will appear on the screen, and you need to click these points accurately with the signature pen. For example, calibration points in the upper left corner, upper right corner, lower left corner, lower right corner, and center position will appear on the screen in turn. After clicking these points in turn according to the prompts, the device can complete the calibration process.


III. Document signature approval operation


Opening documents
In the signature approval software, find the option to open documents. You can open locally stored documents in formats such as PDF, Word, Excel, etc. (Different signature approval software may have different support for document formats). You can also download documents from cloud storage (such as Baidu Netdisk, OneDrive, etc.) and open them for signature approval.


Signature operation
Pick up the signature pen and find the position where you need to sign on the screen. When you bring the pen close to the screen, the cursor will move to the position of the pen accordingly. At the appropriate position, like signing on paper, write your signature on the screen with the signature pen. Due to the pressure sensing function, the lines of the signature will change in thickness according to the strength of your pen use, making the signature look more natural.


If you are not satisfied with the signature, you can use the eraser tool in the software (usually there will also be an eraser function button on the signature pen) to erase the signature and then sign again.


Annotation operation
In addition to signing, you can also make annotations. In the tool menu of the signature approval software, select annotation tools such as highlighting tool, underlining tool, adding text annotation tool, etc. For example, using the highlighting tool can mark out important parts in the document, and the color can be selected in the tool options; using the adding text annotation tool can add text explanations in the blank space or specified position of the document to facilitate others to understand the content of your annotation.


When making annotations, you can also use the pressure sensing function to control the thickness of the lines to make the annotations more vivid and accurate.


IV. Saving and sharing the signed and annotated documents


Saving documents
After completing the signature and annotation operations, be sure to remember to save the document. In the signature approval software, there are usually options such as save and save as. You can save the signed and annotated document in the original location and overwrite the original file (if you don't need to keep the original file), or choose to save it as a new file so that both the original file and the signed and annotated file can be retained. The saved file format is generally the same as the opened original file format, but some software may provide an option to save it in a special format with signature records, and this format can better retain the detailed information of the signature.


Sharing documents
If you need to send the signed and annotated document to others, you can share it in multiple ways. In the signature approval software, there may be an option to directly send an email. You can fill in the recipient's email address and send the signed and annotated document as an attachment. You can also save the document locally and then send it to others through instant messaging software (such as WeChat, QQ, etc.) or other file transfer tools.


Using an electronic signature approval screen can greatly improve the efficiency and security of document processing and has a wide range of applications especially in fields such as business, finance, and government affairs.