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Adding a signature field to Notes

Bookem allows you to add a signature field to your Notes so that the person making notes can sign off on it. If you prefer to have a signature captured whenever making Notes, follow these steps:

  • Navigate to Forms then click the Note tab at the top right. You can either create a new Note Form or edit an existing one.

  • Once you have opened the Note Form, click + Add at the bottom, or the '+' between existing fields

  • Select the field called Signature

  • To force users to sign before they can submit, toggle the "Required" option to on

  • Select "Add item"

Remember to Save and close.

Note: Changes to Client Note versions are saved against the logged in team member's profile, which can be used to verify who made the changes.