Creating Digital Signatures
To set up signatures on Clik Service you must log in with appropriate administration access.
To set up the appropriate admin access, go to Settings > Staff and select the staff member.
Click on the ‘Login/Privileges‘ tab and tick allow for the privilege ‘Can use Signatures‘.
If you have a group with that privilege already ticked and you want the user in that group, then select the appropriate user group.
Click ‘Save & Close‘ to complete the permission edit.
Creating A Signature
To create the signature, go to Settings > Signatures.
Now you can either draw a signature or upload a signature by clicking on ‘Load signature from file‘.
Click on ‘Save Signature‘ then ‘OK‘ to complete.
Sharing will allow you to share the signature with other users.
Click on the ‘Sharing‘ tab and click ‘Share‘.
Tick the users you want to share the signature with and click ‘OK‘.
You can then set up notifications to notify you when your signature has been used on a job or a purchase order.
To set up a notification click on the ‘Notifications‘ tab.
Tick the ‘Notify me when someone uses my signature’ box and select how you would like to be notified. Either by email, text message (additional costs for text messaging apply) or internal Clik Service message.
The ‘Signature Uses‘ tab shows you historically where the signature has been used on both job sheets and purchase orders and who applied it.
The ‘Convert‘ tab is only required if you have recently converted from Clik Service 3 – all previous signatures will have been included in this tab.