Checklists

Sign a Checklist

Sign off on a completed construction checklist with an electronic signature

BACKGROUND

With industry-leading project tracking tools, ConstructionOnline™ empowers construction companies to build & manage detailed construction checklists for construction projects. When all Items on a Checklist have been resolved, ConstructionOnline Company Users can electronically sign off on the Checklist by adding their signature directly in ConstructionOnline. Company Users can also electronically sign Checklists using the CO™ Mobile App––providing seamless access & entry from the office or job site. 

This article contains the following sections:

  1. Video walkthrough
  2. Step-by-step instructions
  3. Additional information

VIDEO WALKTHROUGH

 

STEPS TO SIGN A CHECKLIST

  1. Navigate to the desired Project using the Left Sidebar.
  2. Select the Project Tracking tab, then choose the Checklists category. 
  3. Locate the specific Checklist, then click on the Checklist to open it.
    1. If the Checklist is stored within a Folder, drill down to the specific Checklist by clicking on & opening the relevant Folder(s). 
  4. Scroll down to the very bottom of the Checklist to locate the Signatures pane.
  5. Click the red "Click to Sign" tag.click to sign tag
    1. If the Checklist has already been signed, click the red "Add Another Signature" tag to add another signature. 
  6. In the Enter Signature window, draw a new signature OR import an existing signature.
    1. OPTION 1: In the signature box, use your cursor (or finger if using a touch screen device) to draw your signature. 
      1. If you are not satisfied with the signature, click the Clear Signature button to remove the signature and try again. 
    2. OPTION 2: Click the Import Signature button to instantly add your default signature. Please note that this option is only available for those who have already set a default signature for their ConstructionOnline Account. 
  7. In the provided text box, enter your desired signature label.
    1. All new signatures are automatically labeled as "Signature" but this can be customized to be any piece of text, such as your name.
    2. The signature label will appear directly underneath your digital signature. 
  8. Click the blue Save button to finish signing the Checklist with your electronic signature.  
    1. ConstructionOnline will automatically record the date and time of your signature, as seen below: 
      sample signature on a checklist

ADDITIONAL INFORMATION

  • To delete a signature, hover over the signature and click on the grey three-dot menu that appears. Then, select the option Delete Signature
    • All Company Users can delete their own uploaded signatures, but only Company Admin Users can delete signatures from other users.
  • Permissions: Company Users must have Checklist permissions set as "Can Create, Edit, & Delete" to sign a Checklist. 
  • ClientLink/TeamLink Access: ClientLink™ and TeamLink™ Users cannot electronically sign Checklists directly in ConstructionOnline.
  • To physically sign a paper copy of a Checklist, Company Users can select the option "Include blank signature lines" when printing the Checklist. The Checklist can then be printed out as a paper copy or shared as a pdf & imported to a third-party electronic signature software. 
  • Mobile App: Checklists can also be digitally signed using the CO™ Mobile App.

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) regarding Checklists can be found in the FAQ: Checklists article. 
  • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.