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.
Login to Reftab as an administrator, click “Settings” > “Loan Options”
Then, click “Configure Loan Signature Requirements“
From here, you’ll see your list of categories and for each one you can set custom text that a user will need to sign to agree.
(Scroll to the bottom and click save when done)
When checking out items in that category (whether on mobile or desktop), the signature is captured and stored on each loan record:
After the item is checked out you can see the signature on the right panel under the user’s name.
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 help@reftab.com for any questions.