Überblick
Handovers and inspections often require a signature. Instead of using paper, you can use the signature field directly within the digital report.
Schritt für Schritt
Add a signature field to the template
In the template builder, insert a signature field at the appropriate spot, such as the end of the handover report. Label it clearly, for example, 'Customer Signature'.
Review data before signing
Go through the completed report together with your customer before proceeding to the signature. This ensures absolute clarity on what is being confirmed.
Sign directly on the screen
Hand over the device and have them sign directly with their finger or a stylus. The signature is automatically saved with a date and time stamp.
Document in the PDF
The signature will then appear in the designated area of the exported PDF and becomes a permanent part of the completed document.