---
title: How to Sign a Form or Add Yourself as a Signer (Admin View)
description: This article will show you how to add your signature to a form from the Admin side of Corfix.
---

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October 29, 2025

# 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.

⚠️ **Important:** Auto-save is **not supported** in the Admin dashboard. Be sure to **Save** or **Save as Draft** before leaving the page to avoid losing any work.

---

### 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.

💡 **Note:** You can only sign **for yourself** from the Admin portal.  
Signing **on behalf of other users** is **not supported** through the Admin — this can only be done through the **mobile app**.

 

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