Signature
Digitally manage document sign-offs within your platform, enabling authenticated signatures from company representatives, vendors, staff, and construction partners.
Key Features
Seamless in-platform digital signature workflow
Role-based signature permissions for enhanced security
Support for vendor, staff, and construction partner signatures
Automatic visibility of signature status in purchases and bills
Reduces dependency on external tools for signature verification
Role-Based Signature Access
The Signature Add-On follows a strict access control model where signature capabilities are granted based on user roles and permissions. While the company enjoys default signing rights in most sections, vendors, staff, and construction partners must log in and have explicit signature access granted under their assigned role. This framework ensures secure and appropriate access for each signature point within the platform.
Company Signatures in Purchases and Bills
The company can easily sign purchases and bills without requiring additional configuration. Upon enabling the add-on, the system provides a signature button at relevant points—allowing companies to approve financial documents directly within the platform. This not only facilitates faster confirmations but also creates a verifiable audit trail.
Vendor and Partner Signature Workflows
Vendors can sign purchase orders and bills only after logging in and receiving the necessary signature rights from the company. Similarly, construction partners have access to sign documents in the Construction Sites section, where the company itself is restricted to view-only mode. These tailored workflows ensure accountability and transparency in external collaborations.
Full Description
Digitally Empower Signatures Across Your Organization
The Signature Add-On brings a modern, secure, and organized approach to managing document sign-offs across various modules within your system. Whether it's purchase orders, bills, tasks, or construction site approvals, this add-on eliminates the need for manual print-sign-scan loops by introducing an embedded signature workflow directly inside your SaaS environment.
With granular role-based permissions, the add-on offers different levels of access to company admins, vendors, staff members, and construction partners—ensuring that each participant can only sign documents relevant to their role and responsibilities. The company holds default signing authority in most sections, while external roles must be explicitly permitted before accessing the signature functionality.
This results in an intelligent, audit-ready system that not only streamlines operations but also ensures compliance, verification, and complete visibility of signature activity across your business infrastructure.