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How can I add an e-signature section to the reviews?
How can I add an e-signature section to the reviews?
Isabella R. avatar
Written by Isabella R.
Updated over a week ago

You can add a signature section at the bottom of your reviews when creating a review. This way, both parties can sign the review after the review is complete.

If you want to add an e-signature section to the review, please go to Teamflect Admin Center

Step 1

Find "Modules" on the left navigation bar and click the "Reviews" tab.

Step 2

Click "Create/ See review templates".

Step 3

When the page opens, you will see the existing templates. If you want to use one of the existing templates, you can click the "Start" button to start a review that uses that template.


Step 4

If you want to create a new review template and start, please click the "Create new template " button located at the top of the page.

Step 5

When you click this button, a new review window will open. Please proceed to step 8, the Signature section.

In this section, first, enable the signature section and select "e-signature" from the following two options.

Note: If you'd like to learn more about the ''who signs first'' section, please see this article here.

Step 6

You can now sign this review with an e-signature. When both parties complete the review, the signature section appears at the bottom of the review and this section can be signed with e-signature.

Step 7

You can sign in the box that appears by clicking the "Sign" button.

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