Creating a Document for Signature

You can create documents that require signatures and send them via Link for remote viewing and signing, or to be open and signed later on the Encircle mobile app.

To create a signable document:

  1. Tap the Documents button.
  2. Tap Generate Report.
  3. Tap PDF Report.
  4. Select the document that you want to have signed. Note that custom documents are available.
  5. Tap the Save button. The document will now be available when setting up Link. 

See the related articles for custom documents and send Link from Mobile.

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