How to do In-Person Sign in Apptivo?

The in-person signing feature enables you to sign documents and collect multiple signatures directly from the device in face-to-face situations. Apptivo is now integrated with Sign.co for in-person sign in the Work Orders, Estimates, and Contracts App.

First, you have to enable eSignature. Now, let us walk through the steps to do In-Person sign in your Work Orders.

Setting up of In-Person sign in Work Orders App

• Access the Work Orders App. Click on More Options(...) → Settings→Customize App→Print/Web Layouts.
• Open existing or Create a new PDF Template.
• Drag & Drop the eSign attribute from the Palette tab.

Selecting Who should sign

• In the Configured PDF Template, click on the “Signature” attribute.
• The Inspector tab will get highlighted.
• Here, click the “Who” drop-down and choose the value either as standard ref app or custom ref app fields.
• This configuration works with the respective PDF Template only.

Sending In-Person Sign request via Work Orders

• Access the Work Orders App and create a Work Order with the configured PDF Template.

• In the Work Order view page, “In-Person Sign” button will be enabled.

• Click the In-Person Sign button. It will automatically pre-populate the Customer/Contact email address based on PDF Configuration in Start Sign Popup.
• You could manually enter the email address in the Start Sign Popup if the email address is not present in the Customer/Contact record.

Note -​ In-Person Sign button will be disabled if the Work Order record is found without the configured PDF Template. If “In-Person Sign” is selected then the “Send eSign” button will be disabled.

Steps to do In-Person Sign

• You will be redirected to Sign.co's Work Order document page.
• Click the Signature and it will display Create Signature Popup.
• Either Draw or Type your signature and once completed click “Sign”.

• The Signature will be displayed in the Document. Then, Click “Finish” to submit the signed document.

Receiving the In-person sign success email

• Once you have sent the eSign, Customer / Contact will receive the In-Person Sign success email.
• Click the “View Signed Document” button in the received email and you will be redirected to Sign.co App.

Sign History for Individual Work Order

• In the Work Orders App, Go to More(...) Options → Settings→ Work orders → eSignature.
• You can set the eSignature History based on your requirements.

• Then in the Work Orders App, click on the “eSign History” tab in the Work Order.
• Here, you could see the details of the signature history.