How to request signatures via a tablet

avatar Richard Polderman

Written by Richard Polderman

More than a week ago

You can let your users digitally sign documents on a tablet by following the steps below.

Request a signature via email

Before you start, make sure that you've configured the Highflare Visitors app on an iPad or Android tablet. Also make sure that the signature settings are set up correctly.

  1. Go to the asset details page of the asset for which you want to request a signature.

  2. Assign, transfer or unassign the asset. Based on the signature settings, a request signature task will be created.

  3. Click "Sign via tablet".

  4. Select the document, then click "Next".

  5. Select the available tablet, then click "Request signature".

The tablet will display the document for the user to sign. Once the document is signed, a PDF will be generated and added to the activity feed. The user will recieve a seperate email with the signed document.

Need more help?

Contact Highflare support.