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Adding signatures to forms (SFP 5.1)

Sign a form yourself, collect signatures from several people at once with Team Signing Mode, or send a form to someone for their signature.

For: All Users

Some records need a signature to count, such as a Head Chef signing off a cleaning schedule or everyone at a staff briefing confirming they attended. You can sign a form yourself, pass the tablet around to collect several signatures, or send the form to someone to sign later.

Sign a form yourself

  1. Open the Safe Food Pro app

  2. Tap the form to open it

  3. Tap Add signature

  4. Tap your name in the verification list

  5. Enter your PIN

  6. Add your signature

  7. Tap Save

Collect signatures from several people with Team Signing Mode

Use this when several people are with you in person, for example at a staff briefing. Instead of the verification list, Team Signing Mode shows a plain list of staff names, so each person selects their own name and signs.

  1. Open the form in the Safe Food Pro app

  2. Tap Add signature

  3. Choose Team Signing Mode

  4. Ask the first person to select their name from the staff list

  5. Have them add their signature

  6. Tap Save and add another

  7. Repeat for each person

  8. When the last person has signed, tap Save and close

Each signature is added to the form as its own signature field, the same as a Signature Capture question.

Note: Names in Team Signing Mode aren't checked against the verification list, so make sure each person selects their own name.

Send a form to someone for their signature

  1. Open the form in the Safe Food Pro app

  2. Tap the three-dot menu in the top right corner

  3. Select Send form for signature

  4. Add a message or instructions

  5. Choose Individuals and select who it goes to, or choose All to send it to everyone

  6. Tap Send

Note: You can send to any Staff Record, including people without a login. Users appear in the list too, because every User also has a Staff Record.

Sign a form you've been sent

  1. Open the Safe Food Pro app

  2. Open the menu

  3. Tap Messages

  4. Tap the message

  5. Tap the attached form. It opens read-only

  6. Tap Add Signature

  7. Tap your name in the verification list

  8. Enter your PIN

  9. Add your signature

Note: On a shared tablet, Messages shows every message sent to anyone in your account, so look for the one addressed to you.

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