The purpose of this article is to demonstrate how to use Procore to capture a fully signed Visitor Hold Harmless Agreement and document the form. We will use the Phone App to document this process.

Saving the form in Procore with Electronic Signature

1.  In the App, select the project that will be visited.  If the project is not available, use the "EHSNPJ - EHS Non Procore Jobs" project.  Select the to the "Forms" tool.

           

2.  Click the Add button (+).

           

3.  Select the "Visitors Hold Harmless Agreement" form.

           

4.  Navigate to the bottom of the form, fill in the visitor's name and the date

           

5.  Click the "Visitor's Signature" field and hand the phone to the visitor for signature.

           

6.  Click the "Witness Signature" field and sign as the witness.

           

7.  Before saving, edit the Name of the form by clicking the "i" information button.  

           

8.  Add the visitors full name to the name of the form.  Do this so that forms can be searched including the name of the visitor.  If the job is a Non-Procore job, also add the job number to the form name.  For example, "John Doe - 1508 Visitors Hold Harmless Agreement".

           

9.  Save the Form Information.

           

10.  Save the Form itself.

           

Save the form in Procore by printing and collecting a "wet signature"

When a printed "wet signature" form is required, print the blank form, fill it out and sign (both visitor and witness).

1.  In the form, select "Menu" and "Print"

         

2.  Select your Printer (must be set up on the IPhone)

         

3.  Sign and Date the printed paper

4.  Edit the form information and add an attachment.  If you choose the Camera option, take photos of both pages of the signed form to add as attachments.  If choosing the Attachments option, choose the images already taken of the form to attach.

          

5.  Don't forget to edit the form name by adding the visitor's full name.