Looking on the forum and docs i noticed a mentioned of signing with adobe sign is this possible out of the box?
Hi,
I’m not sure what ‘Adobe sign’ is, but the app has a signature option on Settings > Client Portal.
Excuse me, sorry that was adobe fill & sign. I activated signatures but it does not seem to function.
Can you outline the steps you are using to test please
Hi sure, I enabled it via the Settings > Client Portal. as suggested. The software explains once enabled, it will request a signature from the client. I created a new invoice and sent it, but no request for a signature was apparent.
The signature is requested when attempting to pay an invoice or approve a quote.
Oh right so you have to pay the invoice first, I need to get to using it for real providing i am able to build a site over it with out any issues. It may be simpler to add signature boxes, so it can be signed and re uploaded. I also added the check approval boxes but have not noticed this either.