T&M Tag Multiple Signature Feature

Clearstory allows the ability to request multiple Customer signatures on a T&M Tag. These signatures can be set up as optional or required, and can include companies other than your Customer

Multiple Customer signatures on T&M Tags can be requested by the General Contractor ("Customer") or the Subcontractor ("Contractor").

 

As a General Contractor, you can require users within your company to sign tags on Projects.  As a Subcontractor you can set up multiple Customer or third party signers.

 

Table of Contents:

Add a Required Signer

Create a Third Party Signer

Using Multiple Signatures in the Mobile App

Add Signer to T&M Tag on Mobile App

How to Add a Required Signer

To add required signer, select the Project you would like to add the signers.

Here's a quick video:

 

Add your company user:

For details on how to add a user from your company to a project. Reference: How to Invite Users from your Company to a Project

 

When user is added, select Permissions. Then the Pencil next to the user you would like to make a required signer.

Toggle the Required Signer on (green)

 

Add a Third Party Signer:

Third Party signers can now be added to your Project ahead of time. (Example: Road work project that needs to be signed off by Department of Transportation). These signers can be added as optional or required signers.

Here's a quick video:

 

Select the Project you would like to add a third party signer.

After selecting your project. Select Additional T&M Signers under Advanced Settings

 

Select Add Signers to complete the information for the third party signer.

Third Party signers can be Required or Optional Signers

After completing the required information, select Save

 

Multiple Signatures on T&M Tags in the Mobile App

 

For more information on how to create a T&M tag using the mobile app, reference: How to Create a T&M Tag Using the Clearstory Mobile App

When you are collecting multiple signatures on the mobile app, at the bottom of the preview screen, you will first collect the Contractor signature:

After signing you will then collect the Customer Signatures.  Each signer has the option to sign on the device or request a signature via email.

If there is a Required Signer, it will appear to the right of their name

 

Once signed or signature is requested. A status will appear next to their name.

When all required signatures are collected, the tag will appear in the T&M Log with a Signed status.

Add Signer to a T&M Tag on the Mobile App

If you have not set up additional signers ahead of time on your Project, you can still add an additional signer when completing the tag. These signers can be set up as Required or Optional 

Here's a quick video:

 

 

For any additional questions on this feature, don't hesitate to contact our help desk as support@clearstory.com!