Video Explainer: Form Signing on Lever360 Mobile App
📌 Looking to send forms via email instead? See: Getting Forms Signed on the Web.
📌 Need to create a form first? See: Creating a Form in Lever
1. Accessing the Job in the Mobile App
Open the Lever360 Mobile App.
Navigate to the Job you need a signature for:
Use the Jobs menu at the bottom of the screen.
Find the job via Schedule or Tasks.
2. Opening the Documents Section
Inside the job, tap the More button.
Select Docs (found in the first row between Contacts and Pictures).
This will display all job-related documents, including:
Previously signed forms.
Unsigned forms ready for completion.
3. Signing a Form on the Mobile App
Tap Sign Document (signature icon).
Choose Sign Right Now (instead of "Send for Signature").
The customer’s name and email will be auto-filled.
Select the form to be signed (e.g., Emergency Work Authorization). via the drop down field "FORMS"
Open the form to review the pre-filled job details.
4. Capturing the Customer's Signature
Tap Add Signature.
The customer signs the form using their finger or stylus.
Tap Done to confirm the signature.
Tap Sign to finalize the document.
What Happens Next?
✅ The signed form is automatically saved to the job file.
✅ The web app syncs the document instantly.
✅ A copy is emailed to the customer for their records.
Additional Help Docs 📚 See also:
Support
For further assistance:
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: Lever360 Documentation
🚀 Now you're ready to collect on-site signatures like a pro!