Introducing Version 3 - 18. Remote Signature Capture
The Remote Signature Capture feature is very useful as it enables customers and others to sign remotely for goods received, and that signature to be uploaded immediately for viewing in PDM Web.
For example, to capture a customers signature in-store for an order they’re collecting – click the Complete task button and in the update task status window select ‘Capture Signature’ … ‘via PDM App’.
Make sure the PDM mobile app is open, go to the Signature Request menu, hit refresh and the request will appear – select the message and a box will appear for the customer to sign on the screen.
This feature is very helpful to speed up authentication when needed.
The customers signature is immediately uploaded to view on PDM Web.
In another video, we’ll learn how to select and update tasks in bulk.