✍️ How to Add a Signature on your Custom Form
Ascora allows you to capture signatures directly within Custom Forms, ensuring compliance, accountability, and verification for job completions. Technicians and staff can sign off on forms using the Ascora mobile app (Android and iOS), making it easy to document approvals and confirmations on-site.
This guide will walk you through:
- How to add a signature field to a Custom Form
- How to configure the signature field in Ascora
- How to test the signature feature in the Ascora mobile app
By following these steps, you can ensure your forms are set up correctly to capture digital signatures, improving documentation and workflow efficiency.
1. Go to Advanced → Custom Forms.
2. Look for the Custom Form that you want to edit and click View.
3. Under "Quick Add", select Signature to create the field.
4. Fill out the details of the field and drag and drop it among others to choose its placement.
Testing your Custom Form on your Android Mobile App
Make sure to synchronise your mobile app first before running the test.
1. Access your job from the mobile app.
2. Navigate to Custom Forms tab and tap the + button.
The form that appears should already be the updated version.
Note: Do not use a draft or previously saved custom form to do the testing. Always tap the + button to test a new one.
3. Select the custom form that you need to test and in this example, it's called Custom Form test by Ascora.
4. Once the custom form is displayed, you would be able to add your signature by tapping Sign Here.
5. Add your signature and once done, tap on the check mark.
6. Your signature should appear in the preview and tap on GENERATE tab to create the PDF file.
7. A PDF file is generated which now contains the signature that we've just added.
Testing your Custom Form on your iPad App
Make sure to synchronise your mobile app first before running the test.
1. Access your job from the mobile app by tapping Menu → Jobs.
2. Tap one of the jobs to access more details and menus. Alternatively, you can use the search button to search for a specific job.
3. Tap Forms button which is located at the left side of the screen.
4. Tap Add button.
5. Search for the Custom Form by typing its name.
In this example, we are testing the custom form called Custom Form Test by Ascora.
6. Tap Sign Here to enter your signature.
7. Enter or create your signature and once done, tap Accept.
8. Your signature should appear in the preview and tap on GENERATE tab to create the PDF file.
9. A PDF file is generated which now contains the signature that we've just added.
ℹ Note: This PDF form is accessible in Ascora web by going to the Job screen → Attachments tab.
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