Add an Authorization

Updated 2 months ago by Arianne G.

Only users with Administrator rights can access the Documents page.

Authorizations are digital documents where signatures can be captured while on the job.

  1. Under Tools, select the Documents page.
  2. In the Authorizations section, click Add Authorization.
  3. Enter a name for the authorization.
  4. Click Select a Header to add a company header to your authorization.
  5. Enter the authorization text in the text box.
  6. Click Preview Authorization to review your work in a new browser tab.
  7. Click .


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