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 don't have permission to lock a ticket.
The 'Signature' form option must be enabled to allow users to lock and sign tickets of the respective form. There is an additional option to allow '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.
The signatures are tied to the locked status of the ticket, because the signatures confirms the current state and information of a ticket. The only way to edit a signed ticket is to unlock it, which automatically removes all signatures. Then you could 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 to assign the next signer or communicate if multiple signatures are required.
| Field | Can be edited while locked | Cannot be edited while locked |
| Assignee | ✔ | |
| Receiver | ✔ | |
| Progress | ✔ | |
| Status | ✔ | |
| Comments | ✔ | |
| Any other fields & attachments | × |
Journal entries are added for each operation such as signing, signing as someone else, locking and unlocking.
Sign by Yourself
To sign a ticket as the logged in user:
- Click + Add signature
- Sign by drawing
- Click Sign ticket
-
Optional: Click Sign ticket to confirm it also gets locked (if not yet locked).
- See the signature entry
- Optional: Add up to 10 signatures by repeating steps 1 to 3.
- Click Save
- Tap + Add signature
- Draw your signature
- Tap Sign
- Optional: Add up to 10 signatures by repeating steps 1 to 3.
- Tap the arrow button to close and save the ticket.
Sign as Someone Else
To sign a ticket as someone else than the logged in user:
- Click + Add signature
- Activate the Sign as someone else toggle
- Enter the name of the signer
- Sign by drawing
- Click Sign ticket
-
Optional: Click Sign ticket to confirm it also gets locked (if not yet locked).
- See the signature entry
- Optional: Add up to 10 signatures by repeating steps 1 to 5.
- Click Save
- Tap + Add signature
- Activate the Sign as someone else toggle
- Enter the signer's name
- Draw the signature
- Tap Sign
- Optional: Add up to 10 signatures by repeating steps 1 to 5.
- Tap the arrow button to close and save the ticket.
View a Signature
To view a signature:
- Click on the signer's name
- Tap on the signature entry
Correct a Signature
You can only correct a signature as long as you did not yet save the ticket after adding the signature.
To correct an unsaved signature and draw it again:
- Click on the signer's name
- Click Reset
- Tap on the signature entry
- Tap Clear
To delete an unsaved signature in the Webapp:
- 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 signature' 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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