Adding your signature to a document in Event Temple is a straightforward process. You can do so without changing the document's status to "Completed." This ensures that the document remains in its current state until explicitly submitted. Follow the steps below.
Steps to Add Your Signature
Open the Document - Begin by navigating to the document you want to sign within Event Temple.
Preview the Document - Click the Preview button located in the top-right corner of the document window.
Access the Signature Section - Scroll to the Vendor Signature section in the document. Here, you’ll find the fields where your signature can be added.
Complete the Signature Fields - Enter the required information into the provided signature fields. Ensure all fields are correctly filled out.
Do Not Click "Submit as Vendor" - Avoid clicking the "Submit as Vendor" button after signing. This step is critical to prevent the document’s status from changing to "Completed."
Important Note
The provided steps save your signature within the document, but the status remains unchanged until you explicitly choose to submit it as the Vendor. This allows further edits or inspections while ensuring the document's progress isn't prematurely finalized.
Related Topics
Submitting Documents in Event Temple
Managing Document Status in Event Temple
Editing Signed Documents in Event Temple