Signing, Approve and Disapprove a form

Steps | How to sign a form

1. Navigate to the Forms tab, select the Submitted tab, and then choose the form you want to sign.

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2. Click on Signatures.

3. Click on the “Add Signatures” button.

4. Search for or select the name of the worker who has to sign the form.

5. Once the Signature box appears, sign it and then click on the Submit Signature button. You also have the option to add a comment.

6. When you click on Add Comment, you now have the option to Change Signature and add a Comment. Once this is complete, select Submit Signature.

Steps | How to approve a form

1. Navigate to the Forms tab, select the Submitted tab, and then choose the form you want to approve.

2. Click on the More button (three dots on the top right corner) and then click on Review.

3. Select the Approved toggle, add comments in the Comments box (optional), sign the approved form and then click the Submit Review button.

 

Steps | How to disapprove a form

1. Navigate to the Forms tab, select the Submitted tab, and then choose the form you want to disapprove.

2. Click on the More button (three dots on the top right corner) and then click on Review.

3. Select the disapproved toggle, add comments in the Comments box (optional), sign the disapproved form and then click the Submit Review button.

 

 

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