Adding a signature field to Document 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 Documents > Forms to edit a form or create a new one

2. Once the document form is open, click '+ Add' at the bottom or the '+' between fields to add new ones.

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

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

Changes to client documents are saved under the logged-in team member's profile for verification of who made the modifications.

Learn more