Ready to ditch the paperwork pileup on your desk and streamline your job site documentation? We’ve got the scoop on how CompanyCam makes it easy to upload documents and collect signatures right from the field — no more chasing paper trails or dealing with lost files.
Whether you’re a project manager or a field tech, our guide will show you how to use CompanyCam to keep your project documents organized and ensure every signature is just a tap away. Keep your projects moving smoothly with these simple steps for using Signatures on CompanyCam.
Collect Signatures via Email
The first step is to upload your documents in the Documents tab.
From there, open the document and click “Request Signatures” in the top right corner. Add the names and email addresses of the people you need to see and sign the document.
Clicking Next opens up the Signatures toolbar, which allows you to click and drag the following:
Signature fields—Signature or initials
Auto-fill fields—Date, full name, email, company, title
Standard fields—Textboxes, checkboxes
Add the fields you want to capture to the lines on your document, then click Next. This opens the email builder you’ll use to send the document to. You can add cc’s, subject lines, and more information to the body of the email.
Once you select Send for signature, the email and document will land in the inbox of everyone you added or cc’d to the email. Signatures will automatically send reminders to the signees daily until they complete the process.
After other’s signatures are added, the filled and signed document will show up with the label (Signed) in the Documents tab of the project.
Tip: You can adjust the permissions of documents when you upload them. So if you’d only like certain people to be able to see things, like contract terms, you can adjust visibility to restricted so only you see the details.
Sign Documents in the App
Signatures on mobile make it quick and easy to gather electronic signatures from customers, vendors, and project stakeholders while in the field.
To sign a document while using the mobile app:
- Navigate to the Documents tab in the Project
- Open the document (or upload from your device’s Files)
- Tap Fill & Sign
- Add Text and Signature fields where needed
- Sign using one of the options and Save
Note: Once you Save a signature on a document, you cannot edit it. So make sure the John Hancocks are where you want them to be in the document.
CompanyCam Signatures vs. The Competition
If you’re already uploading and scanning documents into CompanyCam, so there’s no need to download, find, and send to other apps just to get sign-offs.
Signatures really shines when you pair them with Project & Report templates (available in our Premium tier). Templates make it so that new projects automatically populate with the documents you’ll need to be signed, like materials lists, contracts, and change orders.
