🖊️ How to Use Digital Signatures

Digital signatures in Take5™ Connect provide a secure and efficient way to sign forms and documents electronically. This guide will walk you through enabling and using digital signatures in the platform. 👇

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Step 1: 📄 Enabling Digital Signatures for Forms

1. Navigate to the Forms section in the left-hand menu.
2. Select Form Templates from the drop down menu to create or edit a form.
3. Click Add Form in the top left corner, then click the Form Builder tab
4. Drag and drop the Digital Signature field from the left hand side into the form.
5. Configure signature requirements, such as required fields or field type.
6. Click Save to apply the changes.

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Step 2: ✍️ Signing a Form Digitally

1. Open a form that requires a signature.
2. Click on the Digital Signature field.
3. Use a touchscreen, mouse, or stylus to sign the form.
4. Click Save to finalize the signature.

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Step 3: 🔄 Reviewing Signed Documents

1. Navigate to the Assigned Forms section in the drop down menu under Forms.
2. Select View Responses next to a form to see the results.
3. Click Export from the drag down menu under List Menu if a hard copy is needed.

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Step 4: 🛠️ Completing The Form on the Mobile App

1. When completing the form on the mobile app, the signature box will appear at the bottom.
2. Users are able to draw their signature.
3. There are then options to either Clear Signature, Change Signer or Use Signature
4. Once filled, Submit & Close the form.

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❓ Troubleshooting

• If the signature field is missing, ensure it has been added in the Form Builder.
• If a signature does not save, check your internet connection and try again.
• If a signed form does not appear in Completed Forms, refresh the page or check user permissions.

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📞 Need Help?

If you need further assistance, please contact our support team:

📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535