AroFlo has an in-built capture signature function that allows users to quickly and easily capture a signature using a stylus on a mobile device. Capture signature functionality is available on quotes, tasks, timesheets, service reports and compliance forms.
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Capture a signature
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Viewing captured signatures
Quote Task Invoice Compliance Form Purchase Order Weekly Timesheet Access signatures on a quote via the Signatures tile or More > Signatures. Access signatures on a task via the Signatures (x) button or More > Signatures. Access signatures on an invoice via More > Signatures. Access signatures on a compliance form by scrolling down on the form. Access signatures on a purchase order via the Signatures (x) button or More > Signatures. Captured signatures display at the bottom of the Weekly Timesheet. |
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Edit signature details
Management users can edit the print name, label or extra information on a signature:
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Voiding signatures
Captured signatures cannot be deleted, however, Management users can void the signature to disable it from being included on emails, layouts and/or reports.
To un-void the signature, tap Edit > Unvoid Signature and save. |
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