How to enable signature capture on Custom Forms

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Customer, insurance, or legal requirements may at times demand an employee or customer signature when inspecting a piece of equipment or completing a task questionnaire. FieldEdge now supports the ability to include or require a customer signature and / or an employee signature on each Custom Form for a Work Order. Technicians and customers can explicitly sign off on each piece of equipment inspected, in addition to the normal signature to authorize or accept the overall work as a whole. 

Once enabled, custom forms in FieldEdge will have the ability to capture signatures.

1. In FieldEdge, click on Settings and then select Custom Forms.

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2. Search for and select the form you wish to enable signature capture.

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3. Scroll down to Signatures Settings.

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Technician Signature: Enabling this setting will provide a unique box for a technician to capture their signature.

Customer Signature: Enabling this setting will provide a unique box for a customer to capture their signature.

None: If selected, will disable the ability of signature capture for Technician or Customer signatures.

Allow: If selected, will enabled a signature box for Technician or Customer.

Required: If selected, will enable and prevent completing the form without capturing a signature.

 

 

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