How to send forms for remote signature

You can email forms to customers to be signed remotely when they aren't available to sign in person.

To use this feature, you will need to have the Forms add-on activated on your account.

First, you need to make sure that your form template is set up with the special signature mergefield. Learn How to set up Quote & Form templates for remote signature.  Once your template is updated with the correct fields, you need to complete the form for a Job. You can do this in the mobile app or online from the job card.

Once the form is completed, the PDF icon in the job diary shows it can be signed.

Next, email the form to the customer. You may want to create a "Signature Request" email template to streamline the process of requesting signatures from customers in the future.

When the customer receives the email, there will be a button at the top of the email which prompts the customer to review and sign the document.

Clicking the button takes the customer to a page to view and sign the document.

Once they have signed, a note is added to the job diary, and the document is replaced with the signed version.

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