This article explains how to capture a client's signature to show their approval of a service agreement.
Once you've generated a quote, you'll need to get your client to approve the service agreement. There are two ways you can capture a client's signature to record their approval. You can either:
- ask the client to input their signature electronically, using a mouse or a touch device, or
- get the client to sign a physical copy of the service agreement and then upload a copy of the signed agreement to the system.
This is the final step in setting up a service agreement. Once the agreement's status is Current, you'll be able to deliver and claim services included in the agreement.
Record a client's approval electronically
The system can capture signatures electronically. If your client or their representative can sign their name using a mouse or the touch input of a mobile device, such as a phone or tablet:
- Go to a service agreement with a status of Quote Submitted.
- Click on the Sign button.
- This will launch the Sign window. Get the client or their representative to sign the space in the white box using a mouse, their finger or a stylus.
- If the person adding their signature makes a mistake, click on the Clear button to clear the space.
- Once you're happy with the signature, use the Name of Individual Signing field to add the name of the person who provided the signature.
- Click on the Save button.
- The status of the service agreement will be Current and you'll be able to deliver and claim services against the agreement.
- To go to the client's signature, click on the Related Lists tab.
- Scroll down to the Files section.
- Click on the name of the file to view the signature.
Record a client's approval in writing
If it's not feasible to capture the signature electronically, you can upload a signed copy of the agreement and update the status manually. Once you've scanned or uploaded the signed copy to your computer:
- Go to a service agreement with a status of Quote Submitted.
- Click on the Related Lists tab.
- Scroll down to the Files section.
- Click on the Add Files button.
- Click on the Upload Files button.
- Go to and select the signed copy of the service agreement on your computer.
- Click on the Open button.
- This will launch an Upload Files popup. Once the file uploads, click on the Done button.
- Your signed agreement will be added to the Files section.
- To update the status of the service agreement to current so that you can start generating SD records, click on the Amend button.
- Scroll down to the Outcome section and click in the Client Approved Date field.
- Select today's date, or an earlier date if the approval was received earlier.
- Click on the Save button.
- The status of the service agreement will be set to Current and you'll be able to deliver and claim services against the agreement.