Intake Form Online Signature
A way to have customers sign the intake form online after the ticket is created should be implemented. It shouldn't be too difficult as this feature is available when using the self checkin page, but it only allows the customer to sign the intake form on a ticket they create. It would be beneficial it we could email a link to the client for them to sign the intake form from a ticket we created, or a ticket that was processed through leads. Currently we can email the intake form, but to capture a signature the client would have to print, sign, email back, and then we would have to upload it via attachments.
Matthew
shared this idea
We added a step type for “Signature” to the custom widgets.
Check out Admin → Custom Widgets to create a wizard that includes any of the available steps – including a signature.
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CCW Technology
commented
The signature is great, but need a way to auto fill the date line next to signature.
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Patrick Bennett
commented
What about the option for the remote support technicians that create a ticket for a client, and we need a sign off before work to begin. That would be useful, being able to send them a link to the intake form signature capture. Is this possible?
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Patrick Bennett
commented
Agree, thought the email intake form already included this option, would like to see implemented.
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Brendan Hsu
commented
I agree. We would like this feature as well.
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Paco
commented
This would be great. Is there any way or possibly a workaround to get something like this done? Even if it's to have the user go through the Customer Portal
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bthurling
commented
Agree - this process would be useful as we create tickets and require sign off - to not have to deal with paper on our part or the part of the client that would be optimal
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steve
commented
we also believe that having this feature would be beneficial as it would cut down on stored paperwork and allow us to go paperless.