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.