Pro Tip: Understanding "Signature on File" in the App

When a sales rep views a customer's signed document within the mobile app, they might see the message "signature on file". This does not mean the actual signature image is missing. Instead, it's due to how the app displays the information.

Here's a breakdown of what's happening:

• When a customer signs online (either by typing their name or using a digital signature), the legally binding PDF with the actual signature is stored securely online in the Deal Manager.
• However, when a sales rep views the update, the mobile app does not download and display the full PDF document with the signature image.
• Instead, the app recreates a version of the PDF on the tablet.
• The "signature on file" message appears in the app to assure the sales rep that the customer has signed the document online.
• The official record of the signed document, including the actual signature, can be found in the Deal Manager online and in the back-office email.

Therefore, if you see "signature on file" in the app, you can be confident that the document has been signed by the customer online, and the fully signed version is available in the online portal.