How to save a personal signature which can reused
Overview
How do I save a reusable signature for document approvals?
CxPlanner allows you to store your signature in your account settings, so you don’t have to draw it each time you approve a checklist or document.
When and why to use this
Use this feature to streamline your approval process and ensure consistency across your project documentation.
- Used when approving checklists or documents
- Signature is stored and automatically suggested during approval
- Saves time and avoids repetitive manual input
- Each user can save only one signature at a time
Steps to save your signature:
- Click on your profile icon in the top-right corner.
- Select Account settings from the dropdown menu.
- Scroll down to the Signature section and draw your signature in the designated area.
- Toggle the Enable saved signature button
- Hit save signature
Behavior and results
Once saved, your signature will be available whenever an approval is required in the system.
Action | System Behavior |
|---|---|
Save signature | Becomes available during checklist or form approval |
Change signature | New version replaces the previous one |
Remove signature | You’ll be asked to re-enter it manually next time |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Signature not saving | Slider not activated | Enable the Save signature toggle |
Signature missing in approval | Signature was not stored | Go to Account settings and re-add it |
Cannot access signature field | Lack of permissions | Contact your project administrator |
Quick facts
- Location: Profile icon → Account settings → Signature
- Affects: Checklist approvals, PDF output, approval logs
Updated on: 08/04/2025
Thank you!