Service Titan Knowledge Base

PDF form signature field: recommended workflowLast updated on 05/12/2023

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.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.