Form Builder - Permit Signature

Form Builder - Permit Signature

Purpose

  1. The purpose of this Knowledge Base Article is demonstrate how to add an Permit Signature Block using the Form Builder.
  2. These instructions apply to the Permit Signature Block in Form Builder for the Invoicing Module.

Related Article

Video


Instructions

Notes
NOTE: Signatures can also be placed on the printed form in the Inspections, Permits, and Invoicing Form Builder using the Tag Block, see the Related Article.


1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Permit Signature Block under the current Block.





3.  Select Permit Signature from the dropdown menu.






4. Select "Tune" (#1) and then select "+" (#2) to add a new Signature Block.
  1. See Step #5 on what blocks can be added to the form.






5. Signature Options and Credentials for the Inspector Signature Block:
  1. Occupancy Contact:
    1. Name, Contact Type, Phone Number, Email Address, Location as needed.
  2. Inspector Signature
    1. Name, Position, Rank, Badge Number, Firefighter ID, Inspector Number, Inspector Designation, Inspector Phone, and/or Email address as needed.
  3. Vendor Signature:
    1. Vendor Name, Work Contact Type, Primary Phone Number, Email Address, Vendor Address, Vendor Billing Address as needed.
  4. Custom:
    1. Custom Title, Logo, Text in text box.





6. Example Invoice with the Permit Signature Block:



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