How to save a personal signature which can reused
Overview: save a personal signature
The Signature section in Account settings stores one personal signature so CxPlanner can reuse it during approvals, which is used when you sign checklists or documents often and do not want to redraw the signature each time.
- Your role can be any role.
- You can find the menu at Profile icon - Account settings - Signature.
- This changes the signature suggested during approvals and shown on related PDF output.
How to save your personal signature
- Click your profile icon in the top-right corner.
- Select Account settings.
- Scroll to the Signature section and draw your signature.
- Toggle Enable saved signature.
- Click save signature.
Results: saved signature behavior
Action | Result |
|---|---|
Save signature | Available during checklist or form approval |
Change signature | New version replaces the previous one |
Remove signature | You must draw it manually the next time |
Troubleshooting: personal signature
Problem | Cause | Solution |
|---|---|---|
Signature is not saving | Enable saved signature toggle is off | Turn on Enable saved signature, draw again, then click save signature |
Signature missing during approval | Signature was never stored or was cleared | Open Account settings, save the signature again, then retry the approval |
Signature field is empty after save | Browser did not keep the drawing | Redraw the signature, confirm the toggle is on, save, then refresh Account settings to verify it is still there |
Updated on: 07/26/2026
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