Service Titan Knowledge Base

PDF form signature field: recommended workflowLast updated on 10/27/2022

The article explains how to use the signature field on PDF forms in ServiceTitan Mobile.


Things to know

  • Signature fields designed in a PDF editing program (such as Adobe Acrobat)do not work in ServiceTitan Mobile.

  • You don’t need a particular Form field to use the pen/ink feature for PDF forms in ServiceTitan Mobile.

  • We can use the pen/ink feature to draw/sign anywhere on the PDF document, such as a space for a signature field (no form field required).


Workflows

Use PDF signature fields

  1. In ServiceTitan Mobile, go to the Forms section.

  2. Click the PDF Form you want to sign.

  3. Tap the ‘Edit’ button.

  4. (Optional) Zoom in on the signature field.

  5. Click the Pencil icon and select the ‘Ink’ option.

  6. Sign in the document.

  7. Press the Check icon to save your signature.

  8. Select the 3 dots on the top right corner and select “Save and Exit” or tap the back arrow on the top left corner.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.