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.