Enterprise support for local, regional and national operations
Batch assigning techs and submitting work activities
Multiple views for preferred workflows
Calendar drag and drop features
Draft work order creation for requested activity and placeholder events
Unassigned, canceled, and declined work order awareness
Flexible date and time dispatching for single events, reoccurring series, or specific time slot assignments
Advanced filtering for quick resourcing of personnel, projects, clients, and offices
Automatic alerting for work order changes
Real time status monitoring
Alerting for key status changes (e.g., submitted, canceled work)
Instant email and Text Messaging Alerts
Account for certifications, past work experience, home office and availability
Workload visibility views
Conflict prompting (double booking, lacking certs, etc.)
Add one or more field personnel for a single assignment
Automatic pending field actions (pick-ups, retests, discrepancy resolution)
Prefill new assignments based on past job activity
Shared communication among Field reps, Schedulers, and PMs
Where can I go for more information? Please contact your customer success manager or our support team to learn more.
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Upon selecting Finalize Report, you will be moved directly into DocuSign. Select Continue in the ribbon to begin the signing process.
STEP 2
MetaField Dashboard & Quality Control
Enhanced tools for project oversight, data review, and report preparation
Efficient review and revisioning
Batch editing and review of data
Feedback alerts to communicate to field staff and other co-workers
Draft reporting supports two-level review
Report associating to tie project deliverables together
Work order insight for progress tracking of dispatched work activity
Easy report finalization and delivery
Single or batch report creation
Customized legal text for final reporting, signature notes
Digitally sign reports as review is completed
Immediate report delivery or postpone delivery until later
Intuitive awareness of data in need of reporting
Reporting history tracking for revisions and set / test report tracking
Set your firms default filters and results display (Custom tables and filters)
Configure distinct discrepancy / conformance reporting options
Workflows for multi-stage review
Require signatures for specific reports
Custom labeling and grouping of reports (7 Day, 28 Day Breaks, Soils, etc)
End User Customizations
Insight towards items in need of review or (optional) secondary review
Attention on discrepancies, low breaks, failures, other items of importance
Immediate visibility to progress of work in field and lab and new submissions
Sample chain-of-custody awareness (where and who has custody of samples)
Transparency of critical & outstanding items
The first time you are signing using MetaField Mark, you may be asked to set your preferred signature.
Once activated, you will see a value populated under the field eSignature GUID (globally unique identifier). This applies when you need to verify that a user has been authorized for MetaField Mark.
Verifying MetaField Mark Access
If you currently sign documents in MetaField using AgileStamp, you will need to complete two steps in order for your certified digital signatures to be enabled.
As part of the below instructions, you will need to activate your DocuSign account as well as provide MetaField consent to connect to DocuSign.
MetaField Mark Certified
Initial Steps for Setting Up MetaField Mark Certified
DocuSign Activation Instructions
Look for an account activation email from DocuSign. This email will be sent a few days before you go live.
Be sure to check your junk/spam folders in case the email was sent there.
Within the email, click the word Activate which will bring you to the DocuSign website.
STEP 1
STEP 2
Once you have been directed from the email to the DocuSign website, you may be asked to create a password. If your email is already associated to a DocuSign account you will be prompted to log in.
Once you have logged in, your MetaField Mark account will be activated.
Activate your DocuSign account using the following steps:
STEP 3
The first time you sign a document, after activating your MetaField Mark DocuSign account, you will be prompted to provide consent for the two systems to work together. This mitigates the need to provide your password each time you sign.
Initial Steps for Setting Up MetaField Mark Certified
You will now need to provide MetaField consent to connect to DocuSign.
Providing Consent
STEP 4
After selecting click here or the OK button, MetaField will open a new browser tab where you will need to consent access.
Upon selecting Allow Access, you will be taken to your DocuSign user profile where you will see that MetaField is now a connected app.
You may close the tab and return to MetaField where you can then use MetaField Mark.
Signing Process
Using MetaField Mark Certified to Sign Documents
You will follow the same initial steps when creating a report that you want to sign. Choose the records you want added to your report and complete the Finalize Report popup.
STEP 1
You can begin signing documents. If signing multiple documents, you can navigate to each one by clicking on the left prompts or by using the right scroll bar. Select Sign or Stamp depending upon the report configuration.
STEP 3
Once you are done, select Finish to return to MetaField where your signed documents will be available.
STEP 4
Signing Process
Setting Your Preferred, Certified Signature
Choose one of the options presented to you, or you may select Draw or Upload to add a new signature.
Managing Signature Graphics
Accessing Your Signing Graphics
Before you being using MetaField Mark Certified, you will need to add your stamp. To manage these images, including upload new images, go to DocuSign to access your user profile and navigating to Stamps.
STEP 1
Login to MetaField and navigate to Administration / Security / Users
New User Setup
MetaField Administrators can enable users access to MetaField Mark Certified through user maintenance screens.
Setting up a New User
STEP 2
Find the user who needs MetaField Mark access and open the user record by clicking the pencil icon.
STEP 4
Change Able to use Digital Signature toggle to Yes and click Save.
STEP 3
Once the user record is open, select the Digital Signature tab.
Admin Note:
Upon saving, an account will be created with DocuSign for the new user. The user will receive an email, typically within a few minutes, with the next steps for activation.
If you need to remove a user's MetaField Mark access, open the user record, navigate to the Digital Signature tab and set the Able to use Digital Signature toggle to No.
The user will be prevented from signing documents.
Removing MetaField Mark Access
Please take a look at any pop-up warnings when attempting to sign. You may have either missed activating your account or possibly consenting to single sign on. The pop-up message will lead you to your missing step. Contact your MetaField admin if you need further assistance.
First try checking your spam folder before contacting your MetaField administrator for additional assistance.
Update your image during the signing ceremony or log onto DocuSign and access ‘My Profile’ and then click on ‘Signatures’ OR ‘Stamps’.
Reach out to your MetaField administrator for further assistance in getting started.
No, if your organization has purchased AgileStamp, you will automatically be enrolled in MetaField Mark Certified.
No, if you sign and deliver reports at the same time or in separate steps, MetaField will send the signed copy as it did with AgileStamp.
MetaField Mark
Frequently Asked Questions
Managing Signature Graphics
Adding a New Stamp
(e.g., Engineering Seal)
From the Stamps section of your user profile in DocuSign, you can select Add Stamp to upload a new image.
STEP 1
Drag and drop or browse your file system for an image.
STEP 2
Crop and center your stamp. Any part of the image in gray will not be included.
STEP 3
Finish your stamp creation by entering a name and setting the height. There also is the option to select this image as your default stamp.
STEP 4
Adjusting Your Stamp Size
When signing your reports, if the default stamp size needs to be adjusted you can resize the image while signing.
However, it may save you time to adjust the stamp size that is stored in DocuSign. To update the default stamp size, click on the .
