How to eSign your Work Orders?

Updated on June 3, 2019 10:38pm by Admin

An electronic signature or eSignature is recorded in an electronic form which is intended to provide secure and accurate identification of the signatory. Apptivo is integrated with Sign.co for eSignature.

Steps to purchase eSignature

  • Login into Apptivo using your credentials with a paid plan (Premium / Ultimate / Enterprise).
  • Click on User Name from the Universal Navigation Bar and select Manage Your​ Account from the listed options.
User menu

  • Select Purchased Credits in Credits Dropdown from the Left Side Panel.
  • Then, buy a Credit amount for about a minimum of $10.
  • Once the payment is completed, it will be shown in the below table.
Purchased Credits

The Debit for eSign from Purchased Credit in Apptivo

  • Apptivo will debit $0.15 for individual eSign document from Sign.co
Charge for eSign

Tracking the eSign usage history

  • Go to your User Menu.
  • Click on Manage Your Account → Credits → Usage History.
  • Here, you could track the usage and balance for all the Purchased Credits.
Usage History

Steps to authenticate with eSign

  • Go to your User Menu.
  • Click Manage Your Account → Services → Financials → eSignature.
Enable eSignature

  • Enable the eSignature toggle to support eSign in the Work Orders.
Enabled eSignature

Setting up of eSign in Work Orders App

  • Access to the Work Orders App.
  • Click on More Options(...) → Settings→Customize App→Print/Web Layouts.
  • Open existing or Create a new PDF Template.
  • Drag & Drop the eSign attribute from the Palette tab.
Setup eSign in Work Orders

Selecting Whom to send eSign

  • In the Configured PDF Template, click on the eSign attribute.
  • The Inspector tab will get highlighted.
  • Here, click the “Who” drop-down and choose the value either as Customer or Contact.
  • This configuration works with the respective PDF Template only.
Selecting whom to send eSign

Sending eSign request via Work Orders

  • Access to Work Orders App and create a Work Order with the configured PDF Template.
Create New Work Order

  • In the Work order view page, “Send eSign” button will be enabled.
Sending eSign

  • Click the Send eSign button, It will automatically pre-populate the Customer/Contact email address based on PDF Configuration in Send eSign Popup.
  • You could manually enter the email address in the Send eSign Popup if the email address is not present in the Customer/Contact record.
Entering Email Address

Note -​ Send eSign button will be disabled if the Work Order record is found without the configured PDF Template.

Receiving the eSign request email

  • Once you sent the eSign, Customer / Contact will receive the eSign request email
  • Click Review & Sign button in the received email and you will be redirected to Sign.co App.
Email Received by Customer

Steps to eSign the document against received eSign request email

  • In Sign.co, you could view the Work Order document.
  • Click the Signature and it will display Create Signature Popup.
  • Either Draw or Type your signature and once completed click “Sign”.
Customer Sign

  • The Signature will be displayed in the Document. Then, Click “Finish” to submit the signed document.
Finish Sign

eSign History for Individual Work Order

  • In the Work Orders App, Go to More(...) Options → Settings→ Work orders → eSignature.
  • You could set the eSignature History based on your requirement.
Selecting eSign History

  • Then in the Work Orders App, click on the eSign History tab in the Work Order.
  • Here, you could see the details of the eSignature status.

eSign History