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Handbook / Signatures, paper reports and PDFs

Assigned engineers and permitted reviewers

Signatures, paper reports and PDFs

Finish a report with a traceable confirmation.

What to do

  1. Review the saved report content, actual quantities and reference numbers before requesting confirmation. Complete the visit prerequisites shown by the form.
  2. For digital confirmation, enter the signer’s name and follow the signature/declaration steps. If a signature cannot be obtained, use only the supported exception workflow with an honest reason.
  3. For an already signed paper report, expand Import a signed paper report. Save an accurate transcription, upload the paper original and record its original number/date as required.
  4. Wait for the original to pass scanning, then verify the paper evidence and transcription through the form. The paper route avoids demanding a second customer signature for the same report.
  5. After finalization, download the protected PDF when available. For a correction to finalized content, use the supported new-version/addendum process; do not edit an issued document silently.

Before you continue

A drawn signature is not presented as a qualified electronic signature.

The saved PDF is the issued evidence for its version. Later customer or equipment corrections do not rewrite those stored bytes.

Questions and troubleshooting

Why is a document download blocked?

A successful scan and current access permission are required. Pending, rejected or unavailable scanning keeps protected originals blocked. Contact the responsible operator if the status does not recover; do not bypass quarantine.

Why did finalization fail?

Check required fields, visit status, confirmation evidence and the displayed error. PDF generation failures must be resolved before treating the report as finalized.

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