Adding a signature field to Note Forms

Bookem allows you to add a signature field to your Note Forms so that the person making notes can sign off on it.

Here's how

Follow these steps:

1. Go to Forms then navigate to the Note tab at the top right. You can either create a new Note Form or edit an existing one

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

3. Select the field called 'Signature'

4. To force users to sign before they can submit, toggle the 'Required' option to ON

Note: If inserted into a document, the forced signature will be overridden, and signing the document will be the onus of the team member making the note

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

4. Click "Add item" and remember to Save and close.

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