For each category of asset, you can require that users sign for equipment before it’s given to them. These signatures are captured electronically and can be done on the mobile app or desktop site. A PDF can also generate to store equipment loan agreement forms.
Login to Reftab as an administrator, click “Settings” > “Loan Options”
Then, click “Configure Loan Signature Requirements“
From here, you have options for Loan Agreement PDF Settings and under that, you’ll see your list of asset categories. For each one, you can enable / disable “Signature Required” & you can set custom text that a user will need to sign to agree.
When checking out items in that category (whether on mobile or desktop), the signature is captured and stored on each loan record and a PDF will generate storing the signature and the agreement.
After the item is checked out you can download the Loan Agreement Form. Click the “Loan History” tab when viewing an asset and click “Download” (Note: you can also download the agreement form from the loanee’s page.)
Signatures can even be sent as images in the emails. Click “Settings” > “Email Settings / Logs“. Find an email you’d like to display the signature, and click “Edit Email“
Add the variable, {{loan signature}} and click “Save Email“
For example, if you edit the email for “Loan Checked Out”, you’ll see the signature from the user on the email sent after the item is checked out.
Reach out to [email protected] for any questions.