See https://support.esign-app.com for eSign Documentation and Support

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All standard eSign functionality in Core and Software projects are available in Service Management projects. In addition, eSign allows Customers to Sign service requests via the Service Portal:

Portal Signatures

Logged in Customers can sign requests in the Portal using a simplified Execute Signature page. Customer users do not require a Pin, instead they complete a Consent checkbox to acknowledge the signature is equivalent to a legal signature.

Portal Signatures are enabled by default, but can be hidden for a project with the Project Setting “Disable eSign for this Project”.

Notes:

  1. Customers will be able to see their own and any other customer signatures within the Portal, but staff/agent signatures are not visible.

  2. Signature audit comments are restricted to internal visibility so they will not be visible on the Portal.

  3. Customers can only sign a request if they have not already signed it. An internal user with project admin can reset signatures if necessary to clear (ALL) customer signatures.

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