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Home → Client Onboarding → Sales Rep → Signing an Individual Form/Document

1.41. Signing an Individual Form/Document

When you are ready to sign a form, you can either sign it immediately after you fill in the form, or you can access it at a later time and then sign it (as a document).

Proceed to one of the following sections below for more information:

• Signing a Form Immediately After Completion
• Signing a Document (Previously Completed Form)

Signing a Form Immediately After Completion

You can sign a form as soon as it is completed, and all of the required fields are filled in.

1. Perform one of the following actions:
   1. Complete the form as described in Running a Form (Data Entry View).
   2. Access the previously completed form as described in Signing a Document (Previously Completed Form) below.
2. After you click Finish (newly completed form) or access it (document), the Signature button (pen icon) appears at the bottom of the form's preview screen.
   
3. Tap the Signature button.
   The Who is signing? screen appears.
   
   This screen displays the name of the currently logged in user, and, when applicable, allows you (the current user) to select which signature you want to use (if the form has multiple signature fields).
4. If you are going to sign a single signature field, or only one field is available, perform the following steps:
1. If necessary, tap the appropriate signature entry (signature field label).
   The selected entry is highlighted. In the example above, only the single Signature entry is available for signing. 
2. Tap the Sign option.
   The large signature box appears. 
5. If you are going to sign all of the signature fields (known as bulk signing), tap the Sign All option.
   

   Note: The Who is signing? screen example shown above only displays a single signature field. If you are using bulk signing, additional signature fields would be listed.

   The large signature box appears.
6. In the large signature text box, sign your name with your finger.
   
7. Perform one of the following actions:
• Tap Accept to use the signature as displayed.
• Tap Clear to remove the added signature and re-create the signature. 

8. Verify that the signature has been accepted.
   You are returned to the form's preview, and, for PDF-based forms, the signature is displayed. In the following example, all signature fields were signed with the same signature (via the Sign All option).
   
   

9. Complete the process using the options at the bottom of the form's preview screen. 

Signing a Document (Previously Completed Form)

You can sign a document that was completed at an earlier time but was never signed. This sign option is accessed via the document's individual options.

1. Access document details using one of the following options:
• Access individual document details, which shows you completed documents that need to be signed.
  
• Tap All Documents and locate the completed document you want to sign.
  
2. Tap the document you want to sign. The document's options are displayed.
3. Perform one of the following actions:
• From the document's option screen, tap the Sign option.

  Important: If you do not see this option, you should verify with Technical Support that your clientID has batch signing enabled (via the batchSign option).

  
• From the document's option screen, tap the View option.
  
4. Sign the document as described above.

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