You are here:
  • KB Home
  • How do I set an agreement to be signed with the typed full name of the customer?

It is now possible for you to set that every agreement created and viewed by a customer, needs to be signed by filling in their full name. 

  1. Go to settings

How do I set an agreement to be signed with the typed full name of the customer? 1

        2. Under forms, select “agreements”

How do I set an agreement to be signed with the typed full name of the customer? 2

        3. Select the agreements that you would like to have the sign full name option

How do I set an agreement to be signed with the typed full name of the customer? 3

Next to “type of signature accepted” check the box that states “checkbox/confirm and ask for full name”.

How do I set an agreement to be signed with the typed full name of the customer? 4

 

There are also two other types of signed agreements, such as checkbox confirm and download, print and sign. So you will have the option to choose between these three.

Last Updated On October 02, 2019