Signature Requests

When completing a task in PDM Web that requires a signature, you can send a request to the app to capture the customer or user's signature.

Simply click on 'Signature: Capture...' and select 'Via PDM App'. 

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The request will be sent to any PDM App users who have access to the appropriate entity, appearing in the 'Signature requests' screen. 

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Tap on the request, then capture the signature using your mobile device. Tap 'Clear' if you need to try again, or click 'OK' to submit the signature. 

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The signature will automatically be saved and linked to the task.

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