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Company Signature on Forms

Add a static company signature to forms so a consistent representative signature appears before customer signing.

Updated over a month ago

What This Guide Covers

In this guide, you’ll learn how to:

  • Add a company-level signature to your account

  • Insert a company signature into a form template

  • Send a form that includes a static company signature

  • Understand how the company signature appears to customers

Video Walkthrough

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

What Is a Company Signature?

A Company Signature is a static signature tied to your company, not a specific employee sending the form.

This is commonly used when:

  • The same company representative always appears on a form

  • A consistent company signature is required on service authorizations

  • You do not need the signature to change based on who sends the form

Unlike a sender (employee) signature, this signature does not vary by user.

Step 1: Add a Company Signature to Your Account

Before it can be used on a form, a company signature must be set at the company level.

  1. Go to Settings > Company Settings

  2. Select Company Information

  3. Locate the Company Signature section (near the logo area)

  4. Click the Edit (three dots) option

  5. Add or update the company signature

  6. Click Save, then Save Changes

This signature will now be available for use on forms.

Step 2: Add the Company Signature to a Form Template

  1. Go to Settings > Company Settings > Form Templates

  2. Open an existing form or create a new one

  3. Scroll to where the company signature should appear
    (commonly above the customer signature section)

  4. Place your cursor where the signature should be inserted

  5. In the editor toolbar, select Insert Signature Keys

  6. Choose Company Signature

The [Company Signature] key will be inserted at the cursor location.

Step 3: Save the Form

  • Click Save Changes at the top of the form editor

  • The form is now ready to be sent with a company signature

Sending a Form with a Company Signature

  1. Open a Job

  2. Go to Documents

  3. Click Send Forms

  4. Select the form that includes the company signature

  5. Send the form as usual

The company signature will already appear on the form when the customer opens it.

Customer Signing Experience

When the customer opens the form:

  • The company 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 an automated email with a copy of the completed form.

Viewing the Completed Form

After signing:

  • The completed form appears under Job > Documents

  • The company signature and customer signature are visible

  • The form is stored with the job for recordkeeping

Best Practices

  • Use company signatures when the signer should remain consistent

  • Pair company signatures with customer signatures for clarity on the form

  • Use sender signatures instead if the signing employee varies

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/

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