Signature Capture

Sign a form by hand right on the screen, attach a name, and save it to the record.

When a Server UI form needs a signature, a signing pad opens so you can sign with your finger or a stylus. You enter the signer's name, draw the signature in the box, and save it; the signature is stored with the form and uploaded to your agency's secure file storage. Forms can also open a signature that was captured earlier in a read-only preview, when all you need is to see who signed.

Overview

The screen has a name field, a drawing area, and a set of buttons that depend on the mode.

Part	What it does	Add Signature	Preview
Header	Names the mode you are in.	Reads Add Signature	Reads Preview
Name field	The name of the person signing. Required.	You can type in it	Read-only
Signature pad	The box where the signature is drawn in black ink.	You can draw in it	Read-only
Clear	Erases the current drawing so you can start again.	Shown	Hidden
Save	Validates and saves the signature and name to the form.	Shown	Hidden
Close	Closes the screen without saving.	Shown	Hidden
Dismiss	Closes the read-only preview.	Hidden	Shown

note

The pad is sized for the way you are holding the device, so it is shorter in landscape and on a tablet. Sign at whatever size is comfortable; the saved image is the same either way.

Getting Here

1. Open a Server UI form that has a signature row.
2. Tap the signature field or its add control.
3. The pad opens with the header reading Add Signature, the cursor in the Name field, and the keyboard up.
4. Tapping a signature that already exists opens Preview mode instead, where the name and drawing cannot be changed.

Adding a Signature

1. Type the signer's name in the Name field.
2. Draw the signature in the pad with your finger or a stylus. The keyboard tucks itself away as soon as you start drawing, so you get the full pad without having to dismiss it.
3. If the signature does not look right, tap Clear to wipe the pad and draw again. Clearing leaves the name alone.
4. Tap Save. The name and drawing are attached to the form, and the image is uploaded to your agency's secure file storage in the background.

If you tap Save with...	You see
An empty Name field	"Enter name"
An empty pad	"Draw signature"
Both filled in	The screen closes and the signature is attached to the form

caution

A signature is your attestation on an official record. Confirm the form's contents and the name in the Name field before you sign, and do not sign on someone else's behalf.

Previewing a Saved Signature

1. Tap an existing signature in a form.
2. The screen opens in Preview mode showing the name and the signature image, both read-only. The Clear, Save, and Close buttons are not offered.
3. If the image is not already on your device, the app fetches it from your agency's file storage. A brief loading indicator appears while it downloads, then the signature is drawn into the pad.
4. Use the dismiss control to close the preview and return to the form.

Preview state	What you see
Image already on the device	The signature appears straight away.
Image not yet on the device	A loading indicator, then the signature.
Download failed	"File not download" and an empty pad.
No image saved	The name with an empty pad.

tip

If your signature does not look right, Clear and try again before saving. Once saved, a signature opens read-only, so it is easier to get it right the first time than to have it replaced.

How This Connects

• Where the signature comes from. It is drawn on your device, nowhere else. Each save creates a fresh image file rather than overwriting an earlier one.
• Where it goes when saved. The name and a reference to the image are written into the form's signature row, and the image itself is uploaded to your agency's secure file storage. Saving the form commits the row; the upload runs in the background so signing stays quick. See Data and Sync.
• Which other parts of the app use it. Approval sections on a form collect a signature per approver, a shared form carries its signatures with it (see Share a Form), and signatures commonly appear on exported paperwork; see PDF Generator. Signing on a call has its own dedicated flow; see Incident Signature.
• Offline and reconnect. Signing works with no coverage: the image is written to your device immediately. The upload and the form's save both wait for a connection, so keep the form on your device until you are back in signal and have saved it. See Offline Mode and Downloading Data.

Troubleshooting

If this happens	What to do
"Enter name" appears	The Name field is required. Type the signer's name, then save.
"Draw signature" appears	The pad is empty. Sign in the box, then save. The name alone is not enough.
The keyboard covers the pad	Start drawing and it tucks away on its own; you do not need to dismiss it first.
Your strokes do not appear	Draw inside the bordered box, not on the surrounding card. With a stylus, check it is paired and charged.
"File not download" appears in preview	The saved image could not be fetched. Check your connection and reopen the signature.
The signature is not uploading	The image is safe on your device. Move into coverage, reopen the form, and save it so the reference and upload complete.
A saved signature cannot be edited	Saved signatures are read-only by design. Add a new signature if the record needs correcting, and tell your supervisor.
The pad looks tiny	You are in landscape or on a tablet, where the pad is shorter. Turn the device upright for a taller pad.

Related Pages

• Server UI Overview
• Name a File
• GAR Risk Assessment
• Screen Lock (PIN)

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