Signatures

Menu > Signatures enables you to collect signatures on a record in Lucity. Although these signatures are not legally binding, they provide an informal means for associating approval or authorization with record details.

Long-tap on a record in the grid to select it.
OR

Tap the desired record to open its form.

Note: You can only have one record selected.
Tap the Menu button and select Signature. The following dialog appears with a list of possible signatures that can be attached to this record:
Tap on a signature that you want to enter. The signature capture window opens.
The person giving the signature enters their signature:
- Tap Cancel to close the dialog.
- Tap Clear to erase the signature.
Tap Done to proceed with the signature. The following confirmation dialog appears:
- Tap Reject to return to the signature dialog.
Tap Accept to approve the signature. The signature can now be used on any reports for this record containing signatures.
- IMPORTANT: The signature will become locked on this record. You cannot edit or delete after you Accept.

Users have the ability to capture signatures on a Lucity record using a third party electronic signature application. Collecting signatures from a third party application rather than from Lucity entails a different process, beginning with Menu > Reports in Lucity to export a document to the application, then importing that signed form into Lucity Documents.

Important: You must already have a report configured that includes space for collecting signatures.

Note: Reports signed using third party applications are attached to Lucity records as Documents. This is different than the process of attaching Signatures using only Lucity Mobile.

Export Signature Document from Lucity Mobile:

Long-tap the record for which you want to add signature(s).
OR

Tap the desired record to open its form.
Tap the Menu button.
Tap Reports. A list of available reports similar to the following opens:
Tap View next to the name of the report to which you want to add signature(s). The selected report opens:
Tap the Share button to view applications outside Lucity that can open your document:
Tap the icon of the electronic signature application you wish to use. Your report document opens in that application.

Collect signatures from a third party electronic signature application:

Follow instructions for the third party application to collect signatures on the document.
Use the third party application to share or copy the signed document back to Lucity.

Import and attach a signed document to a Lucity record:

Your device will open the Lucity application and produce a dialog similar to the following containing a list of recently opened records.
Note: After selecting a file to import from an outside application, Lucity will ask you to select a recently opened record to attach the outside file to. If you have not recently opened the Lucity record to which you will attach the outside file, briefly open and close that record in Lucity before completing the steps below beginning in the outside application.
Select the record to which you want to attach the outside file. The following dialog appears:
Enter a Description.
Tap Save. A dialog appears to confirm the document was successfully saved to the file:
Tap OK. The document is attached to the file and can be viewed by tapping the Documents button.