Can I use the Document Writer as a means to get signatures, like a contract?
The Document Writer does allow you to insert merge fields (such as a contractors or customers name) and you can add an underline to serve as a place to sign. But currently, a signature cannot be collected online and inserted into the document.
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Are there templates that I can use for Document Writer?
The Document Writer (will soon) includes stock templates that can be used for a variety of purposes. You can use those as-is or edit them to meet your needs. You can also create your own. If you currently have existing documents that you use, you ...
What is the purpose of the Document Writer?
The Document Writer is used to create documents for the purpose of merging in existing data that is within your account. It can be used to populate fields within a contract, agreements, lien waivers, estimating proposals, warranties, notices, human ...
How do we create a lien waiver (or other agreement/contract)?
A lien waiver is treated like any other document within the Document Writer. You will first create your document, add the merge fields, and download or email the document as needed. Refer to the KB “How do I create or edit a document?” When creating ...
How do I document the signatures of the attendees to a Safety Meeting?
To document the signatures of the attendees to a Safety Meeting, go to the Menu and choose Safety Meetings and pick the Safety Meeting you wish to document signatures. Scroll down to the bottom and choose the "Add Signature" and start documenting the ...
The formatting of my document is not correct
Document editors like Word use formats that are unique to their application. Copying it into any web based text editor can result in a less then desired result. In most all cases the problem is related to the formatted text. Text that is ...