Mobile Payments Now Accept In-App Document Signatures

We are excited to introduce our most recent upgrade to mobile transactions: in-person signing within documentation and contracts. This innovation allows you to generate a document through the mobile application utilizing a template that contains signature field(s). Upon finalizing the document, it is possible for you to initiate and accept signature endorsements from your signees directly within the mobile application. This enhancement is now available on Connectly, LeadConnector, and Whitelabelled apps (update request is needed).

What’s new

  • View as: It is now possible to open a completed document on behalf of an intended signee, allowing you to accept their endorsement.
  • Sign document: Endorsements can be accepted using text or free-hand drawing, directly within the mobile app.

How to use this feature

  1. Login to the mobile app with your desired sub account active.
  2. Navigate to the Documents and Contracts area from the side navigation drawer.
  3. Compose a new document using one of your signature field included templates.
  4. When the document is ready to be finalised, press the share button and duplicate the link.
  5. Exit the document editor and return to the “All Documents” tab.
  6. Should your document not have updated to the “Sent” state, refresh the page. It should then appear with a “Sent” tag.
  7. Select the 3dots icon on the right of the document box and tap on “View as”. Choose one of the recipients whose endorsement you wish to record.
  8. Surrender your device to the signee, making sure the endorsement field is open.
  9. The signee can then input their endorsement as appropriate, filling out any other requisite details.
  10. Perform these steps for all endorsers.
  11. Well done! Your document has been endorsed.

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