---
title: "Manage Signable Documents in the ServiceTitan Field Mobile App"
slug: "signable-documents-fma"
tags: ["Type - Residential", "Type - Commercial", "Focus - Service Replacement", "Focus - Construction", "Trade - Roofing and Exteriors", "Area - Field Mobile App (FMA)", "Role - Technician"]
updated: 2026-10-27T09:18:34Z
published: 2026-10-27T09:18:34Z
canonical: "help.servicetitan.com/signable-documents-fma"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Signable Documents in the ServiceTitan Field Mobile App

## Overview

Signable Documents lets you send paperwork that needs a signature from a project or job in the Field Mobile App. Use it for documents outside your contracts, such as certificates of completion. Customers sign electronically via Docusign, and the signed copy is saved to the job or project.

---

### 

#### Who uses this feature

- Technicians, Office employees
- Applies to all business types
- Primarily benefits Roofing/Exterior trades

#### Feature configuration

- This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, [join the waitlist here](https://forms.gle/PczvXoxgNqKmhSXG7) or reach out to your primary ServiceTitan contact.
- Account configuration and [office setup](https://help.servicetitan.com/docs/en/set-up-and-send-signable-documents) are required to use this feature. Please contact your office for details.
- The *View/Edit Signable Documents* permission is required to use this feature. Please contact your office for details.

- The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements).
- If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com).

## Things to know

- *Signable Documents* and *Contracts* are separate. Use a contract when the document is built from an estimate. Use a Signable Document for anything else that needs a signature and doesn’t include an estimate.
- You can create and send a Signable Document from a project or a job. You don’t need to be dispatched to the job first.
- The *Signable Documents* tab appears on projects and jobs. On a project, it lists documents sent from the project and from its jobs.
- You can only send templates that your office created with the *Signable Document* template type.
- Creating, editing, signing, and downloading documents need an internet connection.

## Best practices

- Review the document before you send it. Fields are highlighted by signer, so you can see which ones are yours.
- If the customer needs to complete fields in the document, make them the first signer. The document must be complete before anyone can sign.
- Tap **Save as Draft** if you aren’t ready to send. You can come back to the document later.
- Attach only the photos the customer needs. These become email attachments, not part of the PDF document to be signed.

## Use cases

- A project manager sends a permit application to a homeowner for signature while the crew is still on site.
- A technician sends a certificate of completion to the homeowner as work wraps up. The signed copy is saved to the job or project.
- You send a warranty form and a lead paint disclosure together as one package, so the homeowner signs both at once.
- You send a change order form to two homeowners at the same address, then countersign it after both have signed.

## Create a Signable Document

The *Create Signable Document* window has three stages: *Select Document Template*, *Review & Fill Document*, and *Add Recipients*. At each stage, you can tap **Save as Draft** and return to the document later.

### Start a Signable Document

1. Open the project or job and tap the **Signable Documents** tab.
2. Tap **Create Signable Document**. ![West Hall Retrofit project page shows no signable documents and a Create Signable Document button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-rg7hij5w.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
3. In the menu that opens, select **This Project** or the job you want to attach the document to. ![Selection dialog shows location assignment options, including This Project and jobs, with the final job selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-460mlwfj.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)

> [!NOTE]
> **Note:** If you select a job, the document also appears on the project.

### Select document templates

1. In the **Document Name** field, enter a name that identifies the document. ![The Select Document Template screen with Document Name, Summary, and a list of templates](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-2gymuyi7.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
2. *(Optional)* For **Summary**, enter a short description of the document.
3. In the *Select Document Template(s)* section, select each template you want to include. ![Document template selection screen with Certificate of Completion highlighted among selectable templates and preview buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-dhxomctl.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)

> [!TIP]
> **Tip:** Use **Search** to narrow the list. To preview a template before you add it, tap **Preview** [eye icon].

> [!NOTE]
> **Note:** Templates that include a signature field show an **e sign** label. You need at least one template with this label to send the document.
4. To change the order of the templates, drag them into the order you want.
5. Tap **Next**.

### Review and fill the document

1. Review the document as your recipients will see it. ![Document review screen highlights fields for entering customer information and electronic signature before proceeding.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-54hhp7n7.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
2. Complete the fields assigned to you. Fields are highlighted by signer.

> [!NOTE]
> **Note:** You can’t fill in fields assigned to your recipients. They stay blank until each recipient completes them when they sign.
3. Tap **Next**.

### Add recipients

1. Under *From*, enter or confirm the **Name** and **Sender Email** the signature request comes from. ![Create Signable Document form showing sender details, homeowner recipient, email signing option, and Bcc field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-t5zc84t8.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
2. Under *To*, select how the homeowner signs:
  - **Sign In Person**
  - **Sign Via Email**
3. Enter the homeowner’s **Full Name** and **Homeowner Email**.
4. To send the document to another signer, tap **+** **Add Home Owner**, then repeat steps 2 and 3.
5. If the document needs a countersigner, enter their **Full Name** and **Countersigner Email**, then select a sign method.
6. *(Optional)* For **Bcc**, add anyone who should get a copy of the request email.

### Write the email and send

1. For **Subject**, enter the subject line for the email.
2. For **Summary**, enter the message your recipients see in the email. Use the formatting toolbar to style it. ![Contract form shows roofing estimates for architectural shingles and copper gutters with open statuses and prices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-a9dvou09.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
3. *(Optional)* To include photos with the email, tap **Attach files**. ![Attachment panel showing roof photos and two Test Document files, with options to save or send for signature.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-gpsj9j9p.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)

> [!NOTE]
> **Note:** Attachments are sent with the email. They aren’t added to the document itself. You can attach JPEG, JPG, and PNG files up to 10 MB.
4. When finished, tap **Send for Signature**.

## Track signatures and countersign

### Track signature status

1. Open the project or job and tap the **Signable Documents** tab. ![West Hall Retrofit project page shows signed Certificate of Completion and signable documents tab selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-oh82d2cf.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
2. View the card for each document. Each card shows the status, document name, recipients, who sent it, and when. ![Projects screen showing two signed certificates of completion for Lukas Wagner, with document viewing options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793091936581.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)

> [!NOTE]
> **Note:** On a project, each card shows where the document was sent from, either a job number or *This project*. To see every recipient, tap **Show more**.
3. Check the status of each document:
  - **Draft:** Created but not sent
  - **Sent:** Sent and waiting on a recipient
  - **Partially Signed:** At least one recipient has signed
  - **Ready for Countersignature:** All other signers have signed
  - **Signed:** All required signatures are complete

> [!NOTE]
> **Note:** When every required signature is collected, the completed document is emailed to all signers and saved to the job or project.

### Countersign a document

When a document needs your countersignature, a banner appears at the top of the *Signable Documents* tab.

1. Open the project or job and tap the **Signable Documents** tab.
2. On the card with the *Ready for Countersignature* status, tap **Sign Now**.
3. On the screen that opens, follow the prompts to sign the document. ![Signable Documents page highlights a certificate awaiting countersignature, with a prominent Sign Now button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-q9f1j3yx.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)

> [!NOTE]
> **Note:** **Sign Now** only shows if the email address on your account matches the countersigner on the document. Otherwise, you see **View Document**, which opens a PDF of the document.

After you sign, the banner disappears and the status changes to *Signed*.

## Manage a Signable Document

1. On the card for the document, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/wma-37990_-_signable_documents_fma_how-to_draft_with_screenshots-1-image-cfmnlkz8.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D).
2. In the menu that opens, tap the action you want. For a document that’s still a draft, you can:
  - **Edit Document:** Change the document name, templates, and fillable fields
  - **Send Document:** Go to the recipient screen to send the document. This is only available when all required fields are complete
  - **Download Document:** Save the document as a PDF to your device ![The Signable Documents Actions menu for a draft document](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793091792161.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)
3. For a document that has been sent, you can:
  - **Edit Document:** Change the document name, templates, and fillable fields
  - **Download Signed Document:** Save a PDF with the current signature statuses to your device
  - **Email Signed Document:** Write an email and choose recipients. The signed PDF is attached
  - **Resend for Signature**![The Signable Documents Actions menu for a document that has been sent](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793091767090.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A42Z&se=2026-11-12T09%3A18%3A42Z&sr=c&sp=r&sig=a%2ByqQwlOzIv4CCtsTm0VFo3cwbiKH60gCcb2rdRHQFc%3D)

> [!NOTE]
> **Note:** Downloads run in the background. If a download fails, check the **Notifications Hub**.

> [!WARNING]
> **Caution:** These actions need an internet connection. If you’re offline, the actions are unavailable.

## Want to learn more?

- See [Set up and send Signable Documents](/v1/docs/set-up-and-send-signable-documents)
- See [View projects in the ServiceTitan Field Mobile App](/v1/docs/view-projects-in-fma)
- See [Use the contactless experience for required job signatures in the ServiceTitan Field Mobile App](/v1/docs/use-the-contactless-experience-for-required-job-signatures-in-fma)