How do you add a signature field in snapAddy VisitReport and export the signature?

Topics at a glance:

• What is the signature field in snapAddy VisitReport used for?
• How do you add a signature field to a VisitReport questionnaire?
• How does a trade fair contact sign in the VisitReport app?
• Where do you find the signature after the export?
• What else should you keep in mind when using the signature field?

What is the signature field in snapAddy VisitReport used for?

The signature field documents a consent or confirmation given by a trade fair contact digitally and on the spot. The most common use case is consent to the processing of personal data, collected during the conversation at your booth.

In snapAddy VisitReport the signature field is available as a dedicated question type called Signature. It is added to the questionnaire of an event like any other question and is completed per participant of a report.

How do you add a signature field to a VisitReport questionnaire?

You add a signature field by creating a new question for your event in the VisitReport Dashboard and selecting the question type Signature.

1. Open the VisitReport Dashboard and select your event.
2. Go to Questionnaire and click Add question.
3. Choose the question type Signature.
4. In the field Text to be signed, enter the terms that the trade fair contact should read and sign.
5. Confirm the question with Save.

Which text belongs in the field Text to be signed?

The field Text to be signed holds exactly those terms that the trade fair contact reads in the app before signing. The app displays this text above the signature field.

Can the text to be signed be maintained in several languages?

Yes, the text to be signed can be maintained per language. Each language enabled for the event has its own text field, marked DE and EN in the example. This lets you use a single signature question for an international audience and still show the matching language version of the terms.

How does a trade fair contact sign in the VisitReport app?

The trade fair contact signs in the VisitReport app directly inside the report: the Signature box leads via Add signatures to the text to be signed and then to the signature pad.

1. Open the signature question in the report

The Signature box shows how many participants of the report have already signed. Tap Add signatures.

2. Read and accept the text to be signed

The app displays the stored text. The trade fair contact reads it and taps Accept and sign.

3. Draw the signature

The trade fair contact draws the signature in the area Add signature below and confirms it with Add signature. The arrow icon in the top right resets the input.

4. Check the signature

The Signatures list shows every participant with the status Signed. The bin icon removes a signature again.

How do you check whether all participants have signed?

The Signature box in the report shows the counter, for example 0 of 1 participants have signed. Once every participant has signed, the counter matches the number of participants of the report.

Where do you find the signature after the export?

After a report has been exported to the snapAddy Dashboard or to your CRM system, three ways are available to obtain the signature of the participant:

• When exporting to a CRM system, the signature including the note text is attached to the entity as a PDF file attachment.
• In the snapAddy Dashboard you download the consent separately.
• You download the report as a PDF file, and the signature is part of that file.

What else should you keep in mind when using the signature field?

The two main points are the assignment to a participant and the timing of the export.

• Every signature is assigned to one participant of the report. If several people join the conversation, each participant signs individually.
• A report that has already been exported is read only in the VisitReport app. Add a missing signature before the export.
• Align the wording in the field Text to be signed with the people responsible for data privacy before the event.

Which questions commonly come up next?

Which other question types exist in snapAddy VisitReport?

Besides the signature, snapAddy VisitReport offers single and multi selection, selection with search, text, text area, number and time question types, grouped into Input, Selection and Time. An overview of all question types is available in the article What types of questions exist in snapAddy VisitReport?.

How do you download reports as Excel or PDF in the VisitReport dashboard?

In the VisitReport dashboard you tick the reports you need in the report overview and start the download via Actions as attachments, Excel file, PDF file or vCard. Completed files are collected in the Downloads area. The individual steps are described in the article How do I download reports as Excel, PDF, etc. in the VisitReport dashboard?.

How do you translate the questionnaire into further languages?

As soon as you add further languages in the event settings, a translation button appears next to the translatable fields and transfers content into all desired languages with one click. Only empty fields are translated. Details are explained in the article One click, all languages in snapAddy VisitReport.