Setting up Report placeholders to create a signature Field
These placeholders allow for direct signing within the iPad app and contribute to the final output of the Report:
{{signature-NAME}}- Displays a signature Field during Report creation, which is then output in the final Report.{{signaturename-NAME}}- Generates a text Field for the signer's name during Report creation on an iPad, which is then included in the Report.
NOTE: Since these placeholders can be used multiple times within a Report Template, it is important to differentiate them. The "NAME" segment of the placeholder should be replaced with a meaningful Description that indicates the location in the Report where you want to display the specific signature and name.
For example, set up a Report with two signature and name Fields using the following syntax in the Template:
These placeholders are included in our Default Report Template "Construction diary".
For more information about Report templates, please visit our dedicated section
Signing Reports directly on the iPad during Report creation
NOTE: This feature is currently only available in the iPad app.
Start the Report creation process (detailed steps can be found in our article).
Each step will be displayed in a new Pop-up window on the iPad.
Enter a meaningful Title for your Report.
Select the prepared Report Template with the placeholder for the signature.
Depending on the placeholders in the Report, various Pop-ups will be displayed. These include:
Select media period and sorting.
Choose the size of the plan section and the minimap.
Select a date for the weather.
Selection of attendees.
Fill out the options as desired and Click
Continue.The Field for the signature will be displayed in the last Pop-up window.
NOTE: If multiple signature Fields are present in a Report, make sure to select the correct signature Field displayed in the Pop-up window. The name of the Field specified in the placeholders will be displayed above the text Fields.
Enter the signer's name in the first text Field.
Sign in the second text Field.
Use the
Trash canicon to redo the signature if necessary.When you are finished, Click
Continue.If present, the next signature Field will be displayed.
After all Fields are signed, Click
Create.
The Report is created, and the signatures are included in the Report.
The resulting Report displays the signatures as shown below:
