Summary

If a customer signed an agreement on paper, you can upload a scanned copy to meet the signature requirement in Gingr.

Before You Begin

You need the Can Upload/Delete Agreements permission.

Steps

1. Go to Owner Profile » Agreements tab. If you have more than one location, select the location from the dropdown to see agreements assigned to that site.
2. Find the Unsigned Agreements section.
3. Select Actions Menu » Sign Agreement.
4. Upload the signed document as a photo (JPG or PNG) or a PDF file.

   
   

After you upload the file, Gingr shows the agreement as signed. You can view or download the file at any time from the customer's Agreements tab.

Additional Notes

• Gingr links uploaded scans to the selected agreement and the current location.
• The signature record includes the upload details, timestamp, and location.
• Only users with the right permissions can upload or delete scanned agreements.

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