There was a newly added Signatures Tab which is available on the left-most menu of a job in the December 2022 release.
When accessing this Signatures Tab, there is an ability to see both “Agreements” and “Signable Documents” that have been created for the job.
You can toggle between each section to view the full listing of documents in the system. To create a signable document, simply click the “Create Signable Document” button in the top right corner of the screen.
From the first screen, you’ll need to select the documents you want to merge together for a signable document. Here is a quick overview of the options
Selecting from “Job Documents”
Selecting from “Resource Documents”
Providing a name for the merged document. This name will be sent with the notification to the customer and used for future reference on the job.
Once you’ve selected a document(s) which can be a mixture of job and resource documents. Once selected you can adjust or remove documents from the layout using the info on the right.
Once complete, click “Next” in the bottom right corner.
The following screen will provide you with a preview of what the merged document looks like. Once you’ve reviewed the information you can either go “Back” with the button in the bottom right corner OR you can click “Next” to continue through the process.
The next screen that is displayed provides you with a summary of the signers you’re setting up on the document as well as the ability to provide a message if emailing a copy directly to the customer.
You also have the ability to take this to an “Onscreen” signature process just like we do with regular agreements/contracts.
If you click “Email” it will send an email to the individual signers with their links to review and sign the document.
Just like regular contracts and agreements, you will have the ability to review previously created signable documents and check the status of individual signers, etc.
