Set up shareable documents and customer signatures
Set document, business, and payment details, then include a customer signature in a PDF.
6 min read
More > Shareable documents controls the basic appearance of documents created from completed work schedules. When you open a document, ILJI combines these settings with the customer details and work records from that schedule.
Details you can prepare
- The title shown on the document
- Business information such as business name, representative, registration number, address, and contact details
- Payment information such as bank-transfer guidance, a payment link, or standard payment wording
- Whether the document includes amounts and payment guidance or focuses on the work report
- 01
Open Shareable documents
Choose Shareable documents under More.
- 02
Enter the title and details
Include only information you intend to show customers, and check for outdated details or typing errors.
- 03
Choose the document style
Decide whether it needs amounts and payment guidance or should focus on the work report.
- 04
Review the sample preview
The preview is an example to show the layout. It is not an actual schedule document using a real customer's details or photos.
- 05
Save
The saved settings are used when you create documents from schedules later.
Amounts and VAT
The amount section appears when payment content is enabled and the schedule's work form includes an amount field. Apply 10% VAT from the actual document preview when needed. That choice is for the current preview, so check it each time instead of assuming it will stay on for future documents.
Collect a customer signature
- 01
Open the document from a completed schedule
Review the contents and amount first, then choose Request signature.
- 02
Have the customer sign on screen
Use Clear and redraw if needed, then complete the signature.
- 03
Confirm that it appears
The signature and signing time are included in the document preview and PDF.
- 04
Take care when signing again
Signing again for the same schedule replaces its previous signature with the new one.
Related articles
Complete a schedule and create a document or PDF
Review a completed work record as a document and share it as a PDF.
Create and manage work forms
Build reusable forms around the information your work requires.
Attach before-and-after photos
Capture or choose photos to keep a visual record before and after a job.
Still need help?
If you couldn’t find the answer, contact us or get help with your account.