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How to have the client sign the Agreement on-site using your device(s)
How to have the client sign the Agreement on-site using your device(s)
Peter Posada avatar
Written by Peter Posada
Updated over a year ago

If you need the client to sign an Agreement on the inspection site, you can open the Agreement file from the order and have the client sign using your device(s).

NOTE: Currently, this option is not available in the ISN App.


Signing the Agreement using the ISN Mobile Version

Open the ISN Mobile version, if you have not done that before, follow the steps from the article in this LINK.

Pick the date from when you want to open the Agreement, for this case we are using the option for the same day (Today):

Locate the order and click on the "โ“˜ View" option:

Once in the order preview, scroll down to the Actions section and click Sign Agreements:

That will open the Agreement link and the client can proceed with the signature process:


Signing the Agreement using the Desktop version

First, locate the order. Go to Inspections --> Scheduled Inspections:

Find the order, click on the Actions menu located at the far left of the inspection line, and select "View/Send/Sign Agreement":

In the new window, click on View/Print/Sign Agreement tab:

Select the Agreement you require the client to sign, and click on "Sign Online Now":

That action will open the Agreement link and the client should sign it using your device:

NOTE: The "View/Send/Sign Agreement" option is also available in the Order View under the Actions menu:


If for any reason you need to remove the signature from an old Agreement for the client to sign a new one, follow the instructions from the next article: Delete Signature From Signed Agreement

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

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