Sometimes you just need to sign off on a completed form. When enabled, this feature allows you to sign off on a form within the PDF viewer.
Enable Sign-Off
To enable Sign Off for your form, you will need to allow the option in Form Settings.
Navigate to Settings > Form Settings > Form Options
Here you will find the “Enable form sign-off” option
Select the “Enable form sign-off” checkbox
Click Save
Now the Sign-Off button will be available in your form’s PDFs!
Adding a Sign-Off
To do this, simply:
Navigate to the Project > Site/Safety Reports > View PDF
Here you will find the option to Add Sign-Off
Click on the Sign-Off button
Sign the form with your signature and type your name
Click Save
Manage Sign-Off
To view and manage PDF sign-offs, click the “Manage Sign Off” option. This will give you detailed insights into each sign-off, including user information, timestamp, and geolocation. There is also an option to View Sign-Off and Delete from the form PDF, as well as Add a Sign-Off if it hasn't yet been signed.
