How to Sign a Form or Add Yourself as a Signer (Admin View)

This article will show you how to add your signature to a form from the Admin side of Corfix.

How to Create and Sign a Form in Corfix

Step 1: Navigate to the Forms Section

From the left-hand menu on your Corfix Dashboard, click the dropdown arrow next to Forms.
Select All Forms from the dropdown.
You’ll be taken to the All Forms page, which lists all available form templates.

Step 2: Add a New Form

In the top-right corner of the All Forms page, click the Add button.
This will open the Create New Form page.

Step 3: Complete the Create New Form Page

On the Create New Form screen, fill in the required details:

• Project: Select the relevant project.

• Asset: Choose the associated asset (if applicable).

• Template*: Select the form template you need to use.

• Signers*: Click Select Workers and choose who needs to sign the form.

  • To include yourself, check the box next to your name.

• (Optional) Create follow up task: Toggle on if a follow-up task should be created automatically.

• (Optional) External Signer: Add external participants if needed.

• (Optional) Sub-Trade: Select if applicable.

Note: Fields marked with an asterisk (*) are required.

Once you’ve completed the form, scroll to the bottom and choose one of the following options:

• Save – Finalizes and creates the form.

• Save as Draft – Keeps your work in progress so you can return later.

Step 4: Sign the Form

In the Form Details view, locate the green “Sign” button in the bottom-right corner of the Form Details box.
Click Sign to open the fillable version of the form.

You can then:

• Enter your information as required.

• Add your signature (typed or handwritten).

• Click Sign Form to complete the process.