Forms & Signatures
Manage forms in Lever360, from creation to collecting signatures via email or mobile. Learn how to track, send, and store signed forms.
6 articles
- Creating a Form in Lever360Create and manage forms in Lever360 to collect customer signatures for authorizations and approvals via email or mobile signing.
- Getting Forms Signed on the Mobile App in Lever360Collect customer signatures on-site using the Lever360 mobile app. Signed forms auto-save to the job file and email to the customer.
- Getting Forms Signed on the Web in Lever360 via EmailLever360 lets you email forms for signatures. Customers get a secure link to sign, and completed forms auto-save to the job file.
- Form InitialsAdd initials to specific sections of a form to ensure key terms are acknowledged before signing. Learn to add initials and how the initial process works
- 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…
- Company Signature on FormsAdd a static company signature to forms so a consistent representative signature appears before customer signing.