Signature Add-On Detailed Documentation

How to Use the Signature Management Add-On?

Once you enable the Add-On, the button of signature will be available on the dedicated pages.

Purchase Signature

• When you create a new purchase and the Signature Add-On is active, a signature button will be visible on the screen.
• The company can click on this button to add its signature without needing any special permission.
• This helps in completing the purchase process with the company’s official approval.
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Vendor Sign in Purchase

• The vendor can also sign the purchase, but only if the company has given signature permission to the vendor role.
• The vendor must log in using their own account to add the signature.
• If the vendor has not signed the purchase yet, the system will show the status as “Not Signed.”
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Bill Signature

• When a bill is created under Accounting → Expense, the company can sign the bill easily if the Signature Add-On is turned on.
• The signature option will appear beside the bill and the company can use it anytime as no permission is needed.
• This makes it simple for the company to confirm and approve bills in the system.
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Vendor Sign-in Bill

• Vendors can sign the bills after logging into the system, but only if the company has allowed them to sign by giving permission to their role.
• The vendor will see the signature option once they are logged in and the Add-On is active.
• If the vendor does not sign the bill, it will clearly show as “Not Signed.”
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Task Signature

• When a task is assigned in the project area, the company can add its signature by opening the task and using the Signature tab.
• This tab is available inside each task when the Signature Add-On is turned on.
• The company can sign without needing any special permission from anyone.
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Staff Sign-in Task

• The person to whom the task is assigned can sign it by logging in and opening the Signature tab inside the task.
• They must have signature permission given to their role by the company to be able to sign.
• Once permission is given and they are logged in, they can easily add their signature.
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Site Signature

• In the construction section, the Signature Add-On allows construction partners to sign documents related to their assigned site.
• They must log in and should have the signature permission assigned by the company to their role.
• After that, they can sign site records directly using their login.
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View Signatures on Site

• The company cannot sign anything on the construction site page.
• The company can only view the signatures added by the construction partners.
• This keeps the signing process limited to only those who are officially responsible for the construction work.
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