What is #
The remote signature is useful for those work reports where a signature is needed, but the person who must sign is not physically on site or for documents that by their nature are not filled out together with the signatories.
How to activate #
Steps to follow:
- Access the application with an administrator user
- Select the corresponding part
- Once done, click on the green settings gear to edit the work report.
- We go to the option signature (located at the bottom of the screen) and activate the following options:
- Activate registry signature
- Allow to send mail to sign remotely.
- Once the process is completed, you can configure the following: number of signatures (up to 4) and the text of each signature button
How does it work ?
Steps to follow:
- Fill in the work report
- At the bottom, select the send and sign option
- A screen appears to complete the signatures. Depending on the configuration, a specific number of signatures are available (up to 4 possible) and the option to sign remotely through a green mail symbol.
- A screen will appear to add the email address of the person you are requesting the signature from. Also, at the bottom left you will have the option to switch to signature on the device.
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