Select Sign by Tech-M8

📚 Help Documentation

Follow these simple steps to send documents for customer selection and signature:

Step 1: Documents in Diary

Select Sign discovers documents from the Job Diary, so make sure you have them added

Step 2: Open Select Sign

Open Select Sign from your Job Add-ons

Step 3: Locate from List

All documents from the job diary will be listed. Find the document you wish to use.

Step 4: Document Settings

Click the check boxes to set up the document to have "Customer Selection Boxes" and/or "Signature".

Step 5: Define Zones

Click "Define Zones" to place the "Selection Boxes" & "Signature" location. Use the buttons at top to switch

Step 6: Generate Link

After zones are defined & saved, you will click "Generate Link" to create the custom URL (auto saved to job diary).

Step 7: Copy Link

For convenience, use the "Copy Hyperlink" button to auto copy the link to you clipboard (optional). The link can also be found in your diary.

Step 8: Send to Customer

Paste the Link to any customized email or text message you create, then send to customer for their review & approval

Step 9: Approved Document Returned

Once approved, the signed PDF is automatically attached to the job diary. You'll receive an email notification with the approved document.

💡 Tips

Test the URL before sending it to the customer to make sure it opens properly and displays what you want.

Customize your documents and forms to accommodate selections or signatures by leaving room to place them, if needed.

Links expire after 60 days. If a link expires, you will need to generate a new link & resend.

🔒 Privacy Policy

Effective Date: January 1, 2026

The Select Sign Add-On integrates with ServiceM8 to provide document signing functionality. This Privacy Policy describes how we handle data in connection with the add-on.

1. Information We Access

The add-on accesses job information, attachments, and customer details through ServiceM8's API to generate secure document signing links and attach approved documents back to jobs.

2. Data Collection & Storage

We store the following information to provide the service:

Company authorization tokens (encrypted)
Company contact information for notifications
Temporary document signing links (auto-expire after 60 days)

Customer signatures and selections are processed and immediately attached to your ServiceM8 job. We do not retain copies of signed documents.

3. Data Disclosure

We do not share, sell, or disclose your data to third parties. Data is only transmitted between your ServiceM8 account and our secure processing servers.

4. Security

All document links are secured with encrypted tokens. Links automatically expire after 60 days. Authorization tokens are stored securely and refreshed automatically.

5. Your Rights

You retain full control of your ServiceM8 account and data. You may revoke access to Select Sign at any time through the ServiceM8 marketplace, which will remove all stored authorization tokens.

6. Updates

If the functionality of this add-on changes in a way that affects data use, this Privacy Policy will be updated accordingly.