Attaching Files for E-Signature

You can sign the document only if you are online and the respective shell has been configured for E-signature and the record is in edit mode.

  1. Open a record.
  2. Scroll down to see the Attachments.
  3. Select the Attachment option.
  4. Swipe left.
  5. Touch Self-sign if you want to sign this attachment.
  6. Touch Continue.
  7. Choose the Signing option.
  8. Touch Finish.

    Notes:

    • The orange dot "" indicates that the document is under the process of signing.
    • Revision history of the signed document will not be featured in the app.

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Last Published Monday, November 10, 2025