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Form Sender Signature (Employee Signature)

Add an employee (sender) signature to a form before it is sent to the customer for signing. Learn to add sender fields to the form builder the process of adding signatures (internal and customer)

Updated over a month ago

What This Guide Covers

In this guide, you’ll learn how to:

  • Add an employee (sender) signature to a form template

  • Automatically populate sender details on a form

  • Send a form that requires an employee signature

  • Understand the customer signing experience

Video Walkthrough

Watch the walkthrough below to see how employee signatures are added and applied to forms.

What Is a Form Sender Signature?

A Form Sender Signature allows an internal user (employee) to sign a form before it is sent to the customer.

This is commonly used for:

  • Service Authorizations

  • Company representative acknowledgements

  • Forms that require both an employee and customer signature

The sender is the user who sends the form, either from the web app or the mobile app.

How to Add an Employee Signature to a Form Template

To use a sender signature, it must first be added to the form template.

Step 1: Open the Form Template

  1. Go to Settings > Company Settings

  2. Select Form Templates

  3. Open an existing form or create a new one

Step 2: Add Sender Information Fields

  1. Scroll to the section where the employee signature should appear
    (commonly labeled “Company Rep”)

  2. Place your cursor where the sender details should be shown

  3. In the top editor toolbar, select Insert Sender Keys

  4. Choose:

    • Sender First Name

    • Sender Last Name

These fields will automatically populate based on the user sending the form.

Step 3: Insert the Sender Signature Field

  1. Place your cursor where the employee signature should appear

  2. In the editor toolbar, select Insert Signature Keys

  3. Choose Sender Signature

The sender signature key will be inserted at the cursor location.

Step 4: Save the Form

  • Click Save Changes at the top of the form editor

  • The form is now ready to require an employee signature

Sending a Form with an Employee Signature

  1. Open a Job

  2. Go to Documents

  3. Click Send Forms

  4. Select the form that includes a sender signature

  5. Click Add Sender Signature

Before the form is sent:

  • The employee is prompted to sign

  • This signature is applied to the form

  • The customer then receives the form to review and sign

Customer Signing Experience

When the customer opens the form:

  • The employee signature is already visible on the document

  • The customer reviews the form

  • The customer completes their required signature(s)

  • Once submitted, the form is fully signed

The customer receives a copy of the completed form by email.

Viewing the Completed Form

After signing:

  • The completed form appears under Job > Documents

  • The employee signature and customer signature are both visible

  • The form is stored with the job for recordkeeping

Best Practices

  • Clearly label the employee section (e.g., “Company Rep”)

  • Place sender signatures before the customer signature section

  • Use sender name fields to clearly identify who signed the form

Related Form Help Docs

Looking to learn more about form signing options in Lever360? Check out these related guides:

Support
💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/

Next up, when you’re ready:
👉 Help Doc #3 – Company Signature on Forms, then I’ll wrap all three into a single Feature Spotlight announcement email that links them cleanly.

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