Setting Up Field User Signatures

Creating a signature for a field user is very similar to an office user but with one additional step.

Before You Start

First, you need to create the staff member that you want to create the signature for. To do this, refer to this article.

Go to View > Staff and find the member of staff you want to create the signature for. Tick the ‘Office User‘ box (we will be unticking this later).

When you have done this, log in as the user. Go to File > Login, choose your user from the drop-down and enter the password.

Once you are logged in as the user, go to Edit > Signature Setup.

You can either draw in the box or upload a PNG of the signature by clicking on ‘Load’.

When you have your signature in the box, you can then choose who you would like to share your signature with. To do this click on the ‘Sharing’ tab at the top and tick the users you would like to share this with.

Click ‘Ok’. Log back into the user that looks after creating staff. Go back to View > Staff, select the staff members name and untick the ‘Office user’ box if you don’t need this user to access the office software.