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After a form is completed it needs to be reviewed by a manager - is there a way for managers to sign off on specific forms?
After a form is completed it needs to be reviewed by a manager - is there a way for managers to sign off on specific forms?

Ensure managers sign form submissions to confirm they have been reviewed

Ran Yona avatar
Written by Ran Yona
Updated over 3 months ago

Yes, there is! In the Forms settings, you have the ability to add Manager Fields to the form. By using the Manager Fields capability, you can add a Signature column to have managers digitally sign and confirm entries.

How To Add The Signature Manager Field

  1. Enter the relevant form

  2. Access the form's settings by clicking on Options, and then Settings.

  3. On the left sidebar click on the 'Manager fields' tab

  4. Click on '+ Add column'

Note: Manager fields can be added to an existing form, or added when creating a form!

After adding the Signature field, you'll be able to enable only selected users to edit the column, decide whether to show the column in the users' mobile app, and even set up that a notification will be sent to the user who filled the entry when a change is made to the column.


How To Add a Signature To a Submitted Form

On the Admin Dashboard:

  1. Enter the Form

  2. Click on Show Entries

  3. Scroll to the far right of the submitted forms

  4. Once you get to the Manager fields section, click on the 'Click to sign' button, add your signature and click on 'Confirm'.

On the Mobile App:

  1. In the mobile app, click on the Admin tab

  2. Scroll down till you see Forms, select the relevant form

  3. Select the relevant date range

  4. Click on the entry's status to edit the manager fields (Alternatively, click on the entry and choose 'View entry status' to edit the manager fields)

  5. Once you filled out the signature, click on 'Save'

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