Eliminating Paperwork, Form uses, signatures??
Good Day,
Is there a way to create a signature using the forms? Say if one person is out in the field on their tablet, do a review with an employee. Can the employee sign to agree yes they have had this conversation?
Our goal is to eliminate as much paperwork as we can by utilizing the forms more.
Best Answer
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Hi @Brianne
There is no official signature capturing in Smartsheet. You can, however, make use of approval workflows - that basically use digital tracking by way of logins. So you could set up an approval workflow that would allow the employee to "approve" that they did have the conversation. Their email and change date can be captured to verify that it was the correct employee.
Unless you need an actual physical signature for legal reasons, then you would need to use the docusign integration.Marcé Holzhauzen
Solution and Delivery Consultant with Award Winning Partner
Want to meet?Check my availabilitywww.prodactive.co.uk
If this helped, help me & the SSC by accepting it and reacting w/💡insightful, ⬆️ Vote Up, and/or ❤️Awesome.
Answers
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What do you consider to be a "signature"? Do you mean using the Docusign integration, or they put something on a form to confirm it is them?
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with!
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Like a docusign type of function but right in smartsheet.. A way to capture their signature in real time
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Hi @Brianne
There is no official signature capturing in Smartsheet. You can, however, make use of approval workflows - that basically use digital tracking by way of logins. So you could set up an approval workflow that would allow the employee to "approve" that they did have the conversation. Their email and change date can be captured to verify that it was the correct employee.
Unless you need an actual physical signature for legal reasons, then you would need to use the docusign integration.Marcé Holzhauzen
Solution and Delivery Consultant with Award Winning Partner
Want to meet?Check my availabilitywww.prodactive.co.uk
If this helped, help me & the SSC by accepting it and reacting w/💡insightful, ⬆️ Vote Up, and/or ❤️Awesome.
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