You sign once the draft says what you mean: draw or type your signature, on the phone or in the browser. Signing locks that version. If you edit later, a new version is created and the earlier one stays readable.
When you send the report, the recipient gets the files plus a link that says, in effect, "I received this report." One tap records who confirmed it and when. They need no account, no password and no paid seat.
Every step shows up in the report activity log: when the visit started, each photo and recording, the draft, your edits, your signature, each send and the confirmation. If a landowner later says they never got the report, you can show the date they confirmed it.
Page 1 of the sample report keeps the advisor’s Sign-off with the findings, readings and assigned follow-up task. Receipt is confirmed separately through the email link.
Where signing and receipt show up
Open the report from Visits or from Paper Trail, Reports in the web app. Read the draft against its recordings and photos, edit it, then draw or type your signature. Only the author signs, so the signature on the PDF is always the advisor’s. The version you sign is the version the client receives.
After you send, the activity log lists each send and each acknowledgment with its date and time. A report with no acknowledgment has gone out, and nobody has confirmed it through the link yet. The email carries the signed report as PDF and Word files, with the confirmation link in the same message.
When the work needs the client’s approval
Some jobs need a client to approve a plan, a treatment or a spend. PropelMapper records receipt, not approval, so a client’s written approval stays with your own records, the way it does today.
The receipt settles the question that comes up most after a field report goes out: did it arrive, and when. The paper trail covers the rest, with the visit times, each capture, every version and your signature, all on the report that was sent.
Last checked: November 6, 2026