Get customer signoff with the improved signature control

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	-	-	Apr 1, 2024

Business value

Getting customer signatures is a key business requirement for organizations to maintain customer trust and ensure proper documentation and compliance. With this new control, your service technicians can collect customer signatures effortlessly on mobile or tablet touch interfaces. This enhanced feature also offers a more accessible alternative to drawing signatures by enabling users to type them with the keyboard.

Feature details

When you configure your forms to allow capturing of customer signatures, you can now use the enhanced signature control in place of the existing pen input control. This enhanced feature offers a more accessible alternative to drawing signatures by enabling users to type them with the keyboard.

If you are using the out-of-the-box forms provided by Field Service, the new signature control is already enabled, and you don't need to take any action. If you want to add this functionality to your custom form, simply add your signature field to the form (or your custom multiline text field where you store customer signatures), and add the new signature control to it as a component. You might need to look for it in the list of all available components. Your technicians will get these benefits from it:

• Capture signatures by drawing or typing
• Capture signatures in all supported platforms (iOS, Android, Windows)
• Capture signatures in both portrait and landscape orientation in phones, tables, and laptops