Task Authorization Report

The Authorization Report serves the purpose of generating a static record of the approval process for the customer's records. After completing the report, it can be easily shared in PDF format through native mobile apps or exported and sent to the customer via email.

1. Click the pencil next to the task in the Task tab that you’d like to generate a report.

   

2. Click on Report at the bottom of the details of the task

   

3. Click on the signature box within the report for a popup to allow for onscreen signature.

4. Once signed, you can use the share or save button on the top right to share a PDF via native applications or to save a copy

   

5. Click the Back button to return to the details of the task