How do I sign a report?

You sign the report once the draft says what you mean. Only the person signing puts a signature on the report. Your client confirms receipt separately.

On the web

1. Open the report and select Sign report.
2. Under Signature method, choose Draw and sign in the box, or Type name and fill in Typed signature. Use Clear to start over.
3. Check the Approver name.
4. Select Approve and sign.

On the phone

1. Open the report and tap Sign report.
2. Choose Draw or Type name, then tap Approve and sign.

To sign faster, save your signature once in More, Your signature. Then Sign report on a visit page, and the Review and sign queue on Today, sign with it in one tap.

What signing does

• It freezes that version of the report. The text can no longer be edited.
• It makes the signed PDF.
• It locks the visit and its metrics, so the record matches what you signed.

Good to know

• You can sign on the phone with no signal. It shows Signed on this phone and syncs later.
• Not ready to sign means the draft is still being made.
• To change a signed report, make a new version. See the article on amending a signed report.
• A team admin can undo a signature with Unapprove in the report menu.