Capture confirmation with signature & person insights
Need official confirmation from your team?
Now, you can capture sign-offs and track key people with our new Signature and Person Insights features.
Get the signature
When you need formal sign-off, whether it’s from a site manager or another team member, you can now use the Signature Insight.
This feature allows users to add their signature directly on-screen using a finger or mouse, making it easy to capture commitments right in the app.
Perfect for situations where you need assurance that an action has been completed, like a site visit review or an official approval, this feature brings peace of mind and tracks accountability.
Pick a person
With the new Person Insight, you can now log exactly who was present or responsible during a task or visit.
Whether you’re tracking who you spoke to at a specific store location or recognising the team’s star player, this feature helps you document key interactions and stay organised.
Why these updates matter
Streamline official sign-offs
The Signature Insight makes it simple to capture official approvals digitally. No paperwork or extra steps—just a quick, in-app signature to verify that a task is complete.
Improve tracking and accountability
Knowing who’s involved is essential for transparency. With the Person Insight, you can ensure important interactions are documented, adding clarity and accountability to every task.
Improve record-keeping accuracy
These insights are built to save time and reduce the need for follow-ups.
How to use these new insights
Signature insight: Simply prompt your team to sign off on tasks using their mouse (web) or finger (mobile) to confirm completion.
Person Insight: Select relevant people from a pre-defined list to track who you spoke to during your store visit or flag the team's star player.
These updates are now available, so make sure your app is updated to access them.
