Setup
You will need the following permission in your security group:
Can see all tasks.
Upload documents.
Click here to learn about permissions and security groups.
IOS: How to collect a client signature
1. Navigate to the Finalisation tab and click Collect signature.
1. Navigate to the Finalisation tab and click Collect signature.
2. Enter the person’s Name and capture the Signature by drawing in the box.
2. Enter the person’s Name and capture the Signature by drawing in the box.
3. Click Save.
3. Click Save.
ANDROID: How to collect a client signature
1. Navigate to the Finalisation tab and Tap to collect signature.
1. Navigate to the Finalisation tab and Tap to collect signature.
2. Enter the person’s Name and capture the Signature by drawing in the box.
2. Enter the person’s Name and capture the Signature by drawing in the box.
3. Click Save.
3. Click Save.