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Requiring eSignature for Checklists ✍️

Require a signature on a Checklist to confirm that a task has been completed

Updated over 2 months ago

eSignatures allow users to add a biometric hand signature at the end of an executed Checklist to enhance compliance. After a user submits the checklist, their signature will be available in the analytics. Learn how to view & export checklist data.

💡 Note: eSignature is currently available only on the Web Browser and not the App.


When to use eSignatures

  • For users without a login.
    If you are using a workspace password or have publicly available content, users can access content without a personal SwipeGuide login (no e-mail/password or SSO). The eSignature can confirm their identity when they’ve completed a Checklist.

  • For added compliance.
    A signature is sometimes needed for additional compliance purposes. For example, with eSignatures, a company can track training completion by requiring employees to add their signature to confirm that they have been trained.

💡 Note: The SwipeGuide eSignatures are NOT using a digital certificate from a trusted Certificate Authority (CA). This means that signing a checklist with a SwipeGuide eSignature does not officially confirm the signer’s identity from an official database.

Require an eSignature on a Checklist

Platform Admins, Admins, or Editors can require eSignature on any Checklist within a guide.

  1. Locate the Checklist in your Guide

  2. Click on the 3 dots next to the Checklist

  3. Select Require Signature

  4. An icon will appear next to the Checklist confirming the signature is required

  5. Publish the Guide to make the changes visible to Viewers.

Submit a Checklist with eSignature as an End-User

If eSignature is required, viewers will be able to add their signature at the end of a checklist before submitting the results.

  1. Select the box Click to sign at the end of a checklist

  2. Enter your signature and click ACCEPT AND SIGN

  3. Type your name in the text box (if not already pre-filled)

  4. Click SUBMIT RESULTS to record the data with your name and signature


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