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Add an Additional Signature to a Workflow Form

If you need more than one signature on a workflow form, there are two ways to add an additional signature.

  • Edit the PDF template of an existing published form.

  • Duplicate the form if you also want to make changes to the workflow form itself, such as adding instructions or extra fields.

Method 1: Edit an Existing Published Form

If your form is already published and you only need to add another signature to the PDF, you can edit the template directly.

  1. Go to Form Builder and open your workflow form.

  2. Click Actions > Edit PDF Template.

  3. Select Pages.

  4. Add a new section beneath the existing signature.

  5. Split the section into two columns.

Add the Signature Field

  1. Add a Text Field and enter a label, such as Additional Signature.

  2. Open General Fields.

  3. Select Job Standard Fields.

  4. Drag the Additional Signature field next to your text field.

Configure the Field

Select the signature field to open its settings.

From here you can:

  • Remove the field label.

  • Adjust the spacing and position.

  • Add a border if required.

When you're finished, click Save.

Preview the PDF

Preview the PDF template to check that the additional signature has been added correctly.

You can position and label the signature field however best suits your form.

Method 2: Duplicate and Update the Form

If you need to make further changes to the workflow form, such as adding instructions or collecting additional information, duplicate the form instead.

  1. Open Form Builder.

  2. Click Actions > Duplicate.

  3. Open the duplicated form.

  4. Click Edit.

Add Instructions

You can add a Static Text field to explain who should sign each section.

For example:

  • Field team member signs above.

  • Customer signs below.

Adding clear instructions helps users complete the form consistently.

Once you've finished making your changes, click Save.

Publish the Updated Form

Return to Form Builder and publish the updated version of your workflow form.

If you're replacing an existing form, you may also wish to unpublish and archive the previous version to avoid it being used going forward.

Test the Form

We recommend testing the updated workflow form before using it in live jobs.

  1. Create a test job.

  2. Attach the updated workflow form.

  3. Click Save & Finish.

On the mobile app:

  1. Sync your jobs.

  2. Open the test job.

  3. Download and complete the workflow form.

  4. Add both signatures.

  5. Sync the completed job.

Back on the web dashboard, open the job and select Actions > View PDF to confirm both signatures have been captured correctly.

Which Method Should You Use?

Use Method 1 if you only need to add an additional signature to an existing published form.

Use Method 2 if you also want to update the workflow form itself, such as adding instructions or changing the layout.

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