You are able to configure your custom form to allow your technicians/staff to add their signatures when completing the form in relation to a job that is being completed. Follow the steps below to learn how to add signatures and also how to run some tests on your Android or iPad mobile app.
1. Go to Advanced → Custom Forms.
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Note: If you don't have an available image placeholder, you can download one from Google first. Just search for Photo Placeholder and download one.
6. After inserting the image, right click on it and select Format Picture.
| Tip |
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If you can't see the Alt Text box when doing step 6, you might have a newer version of Microsoft word so please follow step 6.1 instead |
6.1 If you have a newer version of Microsoft Word, right-click on the signature placeholder and select Edit Alt Text and you'll see the option to enter a field code.
7. Select Alt Text and under Title, enter a name which basically becomes your a unique field code and click Close.
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For the field code, we enter Signature since that's the exact field code that we entered in the image place holder placeholder in step 7 which should be exactly the same format.
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The form that appears should already be the updated version.
Note: Do not use a draft or previously saved custom form to do the testing. Always tap the + button to test a new one.
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4. Once the custom form is displayed, you would be able to add your signature by tapping Sign Here.Note: Do not use a draft or previously saved custom form to do the testing. Always tap the + button to test a new one.
5. Add your signature and once done, tap on the check mark.
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6. Your signature should appear in the preview and tap on GENERATE tab to create the PDF file.
7. A PDF file is generated which now contains the signature that we've just added.
Testing your Custom Form on your iPad App
Make sure to synchronise your mobile app first before running the test.
1. Access your job from the mobile app by tapping Menu → Jobs.
2. Tap one of the jobs to access more details and menus. Alternatively, you can use the search button to search for a specific job.
3. Tap Forms button which is located at the left side of the screen.
4. Tap Add button.
5. Search for the Custom Form by typing its name.
In this example, we are testing the custom form called Custom Form Test by Ascora.
6. Tap Sign Here to enter your signature.
7. Enter or create your signature and once done, tap Accept.
8. Your signature should appear in the preview and tap on GENERATE tab to create the PDF file.
9. A PDF file is generated which now contains the signature that we've just added.
Note: This PDF form is accessible in Ascora web by going to the Job screen → Attachments tab.
