Select Sign by Tech-M8
Send documents for customer selection & signature in ServiceM8
Send documents for customer selection & signature in ServiceM8
Follow these simple steps to send documents for customer selection and signature:
Open a job in ServiceM8 and locate the Select Sign button from your job actions Add-ons.
Select the PDF or document you want to send to your customer for review and approval.
Use your existing ServiceM8 Email or Text workflow to send the secure link to your customer.
Your customer opens the link, reviews the document, makes their selections (checkmarks), and adds their signature.
Once approved, the signed PDF is automatically attached to the job diary. You'll receive an email notification with the approved document.
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.
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.
We store the following information to provide the service:
Customer signatures and selections are processed and immediately attached to your ServiceM8 job. We do not retain copies of signed documents.
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.
All document links are secured with encrypted tokens. Links automatically expire after 30 days. Authorization tokens are stored securely and refreshed automatically.
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.
If the functionality of this add-on changes in a way that affects data use, this Privacy Policy will be updated accordingly.