Signature features help you customise declarations, streamline how contacts sign reports, and reduce manual follow-up. With tools like signature reminders, stored signatures, and reusable preferences, you can speed up the signing process and ensure reports are completed on time.
Declarations & Signature Lines
At the end of each report, a legal declaration introduces the signing process and outlines responsibilities. You can use the default declaration or upload your own. You can also choose how many default signature lines appear (from None up to 10), depending on the number of signees required.
1. Navigate to the Settings tab at the top of your online dashboard and click on the Reports tab.
2. Scroll down to the Declaration and Signatures option, and toggle to On.
2. The Declaration field includes default text, which you can fully edit once the feature is enabled. Using the text editor, you can update the title and customise the declaration to align with your company’s policies and legal requirements.
3. Once enabled, you can choose how many default signature lines appear on your web report, with options ranging from none up to 10. These will be the signature lines that automatically display once a report is marked as Complete.
ℹ️ These default lines are in addition to any signature lines created for contacts marked as Signees. Each Signee will still receive their own dedicated signature line.
Send Signee Reminders
Automatically send reminders to any contact who has not yet signed their report. You can set reminders to trigger after 1–30 days, helping ensure reports are signed promptly without manual follow-ups.
1. Directly below the Declaration and Signatures settings, you will find the Send Signee Reminders option.
2. Select the timeline for when you want the Signature Reminders to be sent. You can set reminders to trigger anytime between 1–30 days.
ℹ️ You can also set your reports to auto-close once all signatures have been received.
Retain Contact Preferences
Choose whether contact-specific signing and communication preferences are carried over when a property contact is copied to a new inspection. This setting helps maintain consistency and saves time when managing repeat inspections.
1. Navigate to the Settings tab at the top of your online dashboard. Under General Settings, scroll down to the Retain Contact Preferences setting.
2. Once enabled, any contact added to a property with specific preferences — such as being marked as Signee, Deliver, or Notify — will automatically carry those same preferences into new inspections.
Pre-Saved Signatures
When a logged-in user has a saved signature on their profile, they can select Use My Signature when signing a web report. This inserts their stored signature automatically, removing the need to draw or upload it again.
Please contact our Support Team to enable this on your account.
1. Log in to your online dashboard and click on your Profile option in the top-right corner.
2. Under the Signature section, click Upload Signature to add an image of your signature, or select Draw Signature to create one directly using the on-screen signature pad.
3. Once you’ve added your signature, click Save to apply the changes to your profile.
4. Once your signature is saved to your profile, you can quickly add it to any report you are required to sign. Navigate to any web report and scroll to the Signatures section at the bottom of the page.
ℹ️ You must be logged in to your own profile when opening a web report link for the Use My Signature option to appear.
5. Click Use My Signature to automatically populate your saved signature, along with your full name and email address. Make sure to select the correct contact type for yourself before submitting.
