Signature required
Hi, I have a sheet with rows that act as work instructions to people out in the field.
I attach various documents they need to do their jobs together with location and a map etc.
I now need to add a client physical signature somehow and I don't know how to accomplish it.
I don't want them to have to print a piece of paper and then photograph it.
I want the client to be able to use their finger to sign on the phone / tablet.
I could add a column to the sheet that has a hyperlink to another app - not sure what app does this though?
Or is there another alternative I haven't thought of?
Thanks,
Aaron
Answers
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Hi Aaron,
Where do you want to add the signature?
There are a couple of options. Here are a few.
- Send the row to yourself, print/export to pdf and sign in DocuSign, device or similar
- Print/Export, the sheet, sign in DocuSign, device or similar
- Take a screenshot, sign in DocuSign, device or similar
- Check a box, and trigger automation in a 3rd party service like Zapier connected to DocuSign or similar
What do you think? Would any of these options help/work?
Which one do you prefer?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
Thanks for your reply.
Unfortunately I don't think this covers my needs. I send an automated update request to our person on site and collect photographs and comments. At the same time I want to capture the clients signature.
Is this possible in some way?
Thanks,
Aaron
-
Happy to help!
The simplest method would probably be to take a screenshot and sign that and then save it to the row in Smartsheet.
Would that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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