Skip to content
English
  • There are no suggestions because the search field is empty.

How to Enable Customer Signatures

Follow these steps to enable customer signatures within organizations or for specific tickets.

1. From the Nav menu, select the Customers under the Organization tab. 

2. Choose the customer profile either from the list or using the search bar. 

3. From the middle menu, choose Settings. 

cust dash mid

4. Move the toggle to Yes to require customer signatures for the organization. 

yes

5. Move the toggle to No so customer signatures aren't required for the organization. 

no

7. Select Submit to apply the changes. 

 

8. To apply the changes on a new ticket when creating the ticket, click this toggle: 

cust sig

9. This icon on the ticket preview indicates that a customer signature is required. 

ticketsignature-notcollected

10. From the ticket, an agent can capture the representative's signature using the middle menu from the ticket details page. 

sig middle

11. Clicking the Start Signature Request button initiates the signature capture.