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E-Sign Settings | Signatures on Job Cards, Quotes and Inspections

< 1 min read

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  1. Click Settings in the sidebar (under Administration), open Documents & Templates and click E-Sign.
    E-Sign Settings For Job Card, Quote And Inspection Signatures And The Legal Text
  2. Set Require digital signature and identity confirmation on accept to Yes or No for each document:
    • Job Card Signature: when customers accept and sign job cards.
    • Quote Signature: when customers accept and sign quotes.
    • Inspection Signature: when customers sign inspections.

    With Yes, the customer has to sign and confirm who they are before the document is accepted.

  3. Under Legal Text, change the Legal Bound Text if you like. It’s shown next to the signature. By default it reads “By clicking on “Sign”, I consent to be legally bound by this electronic representation of my signature.”
  4. Click Save Settings.

See also: Set Up Electronic Signature on Quote · Add/Show/Hide Signature on Quote PDFs · PDF Settings and PDF Template Designer

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