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Getting Forms Signed on the Web in Lever360 via Email

Lever360 lets you email forms for signatures. Customers get a secure link to sign, and completed forms auto-save to the job file.

Updated over 6 months ago

Video Explainer: Collect Form Signature Via Email

1. Navigating to the Form

  1. From the Lever360 Dashboard, navigate to a Job.

  2. Open the Documents tab.

  3. Locate the form under the Forms section:

    • Signed forms show a signature icon.

    • Unsigned forms remain in the pending state.

2. Sending a Form for Signature

  1. Click Send Forms at the top of the Documents tab.

  2. The system will pull in customer name and email (from job details).

  3. Add a Subject (e.g., "Emergency Work Authorization").

  4. (Optional) Edit the Message before sending.

  5. Select the form(s) you want to send.

  6. Preview the form before sending by clicking the View icon.

  7. Click Send.

📌 Important: Your Outlook or Gmail email integration must be active to send forms. If not, see:

3. What the Customer Sees

  1. The customer receives an email with a link to the form.

  2. Clicking the link opens the form in a secure page.

  3. The customer can:

    • Review the document.

    • Sign digitally by drawing their signature.

    • Submit the signed form.

4. Tracking Signed Forms

  1. Once signed, the form is automatically saved in Lever360.

  2. The status updates in the job’s Documents tab.

  3. A copy is sent to the customer for their records.

  4. All sent emails are logged under the Job Communications tab.

Alternative: Signing Forms on the Mobile App

If email isn’t an option, forms can be signed directly in the Lever360 mobile app.

📚 See also: Getting Forms Signed on the Mobile App

📚 See also: Creating a Form

Support

For further assistance:
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: Lever360 Documentation

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