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 FormForms.
2. Look for the Custom Form that you want to edit and click View.
In this example, we are accessing the form called Custom Form Test by Ascora.
3. Download your Document Template and put a Signature placeholder which could be an image file.
Right click the image and select Format Picture.
4the custom form by clicking Download Template.
4. Depending on your computer settings, the template will open automatically otherwise, go to your download folder and open it manually.
5. Once you've opened the template, place the cursor in the field where you want to add the signature and click Insert → Picture → select a picture → Insert.
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.
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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.
In this example, our field code is Signature and it must be exactly the same format when we enter this in Ascora Form Question later.
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8. Save the updated custom form and upload it into Ascora by clicking Upload New Template.
9. Go back to Ascora Custom Form page and Click New Question.
6.
Note: You can also rearrange the questions. For example, if you need the signature part to be the last step, you can move the question to the bottom.
10. Enter the Field Name, Field Code, and select Signature as your Answer Type and click Save.
Once you access the custom form from a mobile appFor the field code, we enter Signature since that's the exact field code that we entered in the image placeholder in step 7 which should be exactly the same format.
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You can repeat the above steps if you need to add more signatures on the custom form. For example, you may have a form that needs three signatures when a job is being completed. |
Testing your Custom Form on your Android Mobile App
Make sure to synchronise your mobile app first before running the test.
1. Access your job from the mobile app.
2. Navigate to Custom Forms tab and tap the + button.
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.
4. Once the custom form is displayed, you would be able to add your signature by tapping Sign Here.
5. Add your signature .
and once done, tap on the check mark.
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.
