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Sign a Ticket

Tobias Patek
  • Updated

Summary

Sign tickets as a final approval or handover for completed tickets.

When you sign a ticket it gets locked automatically and cannot be edited anymore. You can also Lock a ticket manually to allow subcontractors to sign it, because they cannot lock tickets themselves.

The Signature form option must be enabled to allow users to sign tickets created with that form. You can also enable Sign as someone else. Read more in Form Options

Access & Permissions

Only Pro and Enterprise accounts created after February 2022 are eligible to sign and lock tickets.
If you have an older Pro or Enterprise account contact us to upgrade your account.

To sign (and lock) a ticket, you need an in-house user with a role permission to edit tickets and the user permission 'Tickets & Project Reports'. Subcontractors can only sign locked tickets. Read more in Permissions.

Sign a Ticket

When you View & Edit a Ticket, you can sign it either by yourself (as the logged in user) or as someone else.

You can add up to 10 signatures for each ticket.

Signatures are tied to the ticket’s locked status because they confirm the ticket’s current state and information. The only way to edit a signed ticket is to unlock it, which automatically removes all signatures. You can then make the required changes, lock and sign it again.

For locked tickets you can still edit the assignee, receiver, progress, status and write comments. This allows you to assign the next signer or communicate when multiple signatures are required.

Field Can be edited while locked Cannot be edited while locked
Assignee ✔  
Receiver ✔  
Progress ✔  
Status ✔  
Comments ✔  
Any other fields & attachments   ×

You can add markups to PDFs attached to tickets during the review process.
Read more in Create & Manage Markups on PDFs in the Webapp and in Review & Approve a Ticket.

A journal entry is added for actions such as signing (including signing as someone else), locking, and unlocking.

Sign by Yourself

To sign a ticket as the logged-in user:

  1. Click + Add signature
  2. Sign by drawing
  3. Click Sign ticket
  4. Optional: Click Sign ticket to confirm it also gets locked (if not yet locked).
  5. See the signature entry
  6. Optional: Add up to 10 signatures by repeating steps 1 to 3.
  7. Click Save
  1. Tap + Add signature
  2. Draw your signature
  3. Tap Sign
  4. Optional: Add up to 10 signatures by repeating steps 1 to 3.
  5. Tap the arrow button to close and save the ticket.

Sign as Someone Else

To sign a ticket as someone other than the logged-in user:

  1. Click + Add signature
  2. Activate the Sign as someone else toggle
  3. Enter the name of the signer
  4. Sign by drawing
  5. Click Sign ticket
  6. Optional: Click Sign ticket to confirm it also gets locked (if not yet locked).
  7. See the signature entry
  8. Optional: Add up to 10 signatures by repeating steps 1 to 5.
  9. Click Save
  1. Tap + Add signature
  2. Activate the Sign as someone else toggle
  3. Enter the signer's name
  4. Draw the signature
  5. Tap Sign
  6. Optional: Add up to 10 signatures by repeating steps 1 to 5.
  7. Tap the arrow button to close and save the ticket.

View a Signature

To view a signature:

  1. Click on the signer's name
  1. Tap on the signature entry

Correct a Signature

You can only correct a signature until you save the ticket after adding it.

To correct an unsaved signature and draw it again:

  1. Click on the signer's name
  2. Click Reset
  1. Tap on the signature entry
  2. Tap Clear

To delete an unsaved signature in the Webapp:

  1. Click the X button (hidden if signature is already saved)

Filter for Signed/Locked Tickets

The following related ticket filter criteria are available:

  • Ticket signer
  • Is signed
  • Is locked

Also see Filter Tickets.

Show Signatures in Ticket Reports

To show the signatures (including name and timestamp) in ticket reports, activate the Show signatures setting in the ticket report templates.

Also see:
Create Advanced Ticket Report Templates > Settings
Create Basic Ticket Report Templates > Settings
Create Excel Templates for Exporting Tickets > Settings

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