Record a client's approval without a signature

This article describes how to record a client's approval of a service agreement without the client's signature.

When you receive approval from a client for a service agreement, but you don't have the client's electronic or handwritten signature, you can still record their approval in their service agreement. 

If you do have a client's signature, see how to record a client's signed approval.

To record a client's approval without their signature:

1. Go to the client's service agreement.
2. Click on the Amend button.

3. This will open an Amend form. Scroll down to the Outcome section.
4. Click in the Client Approved Date field and select the date that the client approved the service agreement.
5. Click on the Save button.

6. The status of the service agreement will be set to Current and you'll be able to deliver and claim services against the agreement.