You can add a digital signature to your Offline Activity forms to support formal acknowledgement when a trainer or trainee needs to approve a submitted activity. This feature helps you capture clear, auditable confirmation directly within the form, making the approval process smoother and more secure.
What the Digital Signature Option Does
Adding a signature question type allows the trainer or trainee to sign electronically when approving an activity record. The option only becomes available once the activity requires approval, ensuring signatures are only used where needed.
How to Enable the Digital Signature Question Type
To include a digital signature field in an Offline Activity form, follow the steps below:
Navigate to the Offline Activities section in your portal and create or edit an activity form.
Tick the Approval Required box.
Select your preferred Approval Type.
Once the approval requirement is set, tick the option User can use a digital signature.
Depending on your choice in the Who can create the training record? drop-down, the digital signature field will display when the designated person (trainer, trainee, etc.) approves the submission.
Tips
Keep your approval flow clear so the right person sees the signature field at the right stage.
Use consistent naming for your Offline Activities to avoid confusion during approvals.
Limitations
The signature field will appear only when an approval flow is enabled.
Digital signatures cannot be added retroactively to existing submissions.
Conclusion
Adding a digital signature to your Offline Activity forms ensures a reliable and compliant approval process for trainers and trainees. If you need help setting this up or have questions about your approval workflows, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].