How to Review & Sign a T&M Tag

This article explains how to review and sign a T&M Tag in Clearstory, whether via email, the T&M Log, or mobile. It also walks through your options: Sign, Revise & Resubmit, or Reject.

Table of Contents

Sign Via Email
Sign Via T&M Log
Sign Via Mobile

📧 Signing from an Email Notification

Open the T&M Tag

• In the email notification, click the link to open the T&M Tag.

• The tag will open in your browser with details of the work performed.
  
  

2. Review the T&M Tag

• Carefully review all details, including:

  • Date of Work Performed

  • Labor hours and description

  • Materials used

⚠️ Confirm all information is accurate before signing.

3. Manage Signers

There are two ways to add or edit signers:

Option A: Edit the Signer List (Before Signing)

1. On the right-hand panel, click Edit under Tag Signers.
   
   

2. Click + Add Signer.
   
   

3. You can either:

   • Select an existing signer from the project.
     
     

   • Or click Add New Signer to manually enter their details (First/Last Name, Email, Company, and whether they are Required or Optional).
     
     

4. After entering signer details, click Create Signer.
   
   

5. You can continue adding more signers if needed. When ready, click Add Signers to confirm.
   
   

Important:

• You can add, remove, or update signers as needed.

• You can change a signer from Required to Optional (and vice versa).

• Updates will appear on the PDF with updated signature blocks.

• The tag must be in Awaiting Signature status to make edits.

• Once a signer has already responded, their status cannot be changed.

Option B: Add Another Signer While Signing

1. Click Click to Sign.
   
   

2. In the signature panel, check the Add Another Signer box. Select an existing signer or enter the new signer’s details (Name, Email, Company).
   
   

3. Enter your signature and click Submit Signature.

   

4. Sign the T&M Tag

• If you need changes, choose Revise & Resubmit or Reject before signing.

• If everything looks correct, click Click to Sign, enter your signature, and click Submit.

5. Confirmation

• After signing, the tag’s status will update to reflect your action.

• All required parties will be notified.

• Any changes to the signer list will also be recorded in the Activity log.
  
  

✅ You’ve successfully signed a T&M Tag and managed signers!

🖥️ Signing from the T&M Log

You can also sign tags from within Clearstory’s T&M Log.

1. Go to the Received T&M Log and find the relevant tag. Click the Review & Sign icon.
   
   

2. Choose one of the three actions: Click to Sign, Revise & Resubmit, or Reject.

3. After signing, the system confirms the signature and emails a PDF to all parties.
   
   
   

📱 Signing from a Mobile Device

Tags can also be signed directly on a field device or via email on mobile.

On the Field Device

1. The contractor opens the tag on their mobile app.

2. The field user signs first.

You (the customer) sign next — either on-device or via email.

To Revise or Reject

• Tap Revise & Resubmit or Reject.

• Enter your comments.

• Tap the appropriate confirmation button:

  • Notify Tag To Be Revised & Resubmitted

  • Notify Tag Is Rejected

    


    

📝 Tip: Use mobile signing for immediate approvals while in the field.

🔄 Action Reference Guide

✅ After Signing

• Signed tags move to "Signed" status in the T&M Log.

• You can filter by project, date, label, or status.

• PDF link is emailed immediately. Click VIEW/DOWNLOAD to view the PDF. Click View in Clearstory to open the tag in your Clearstory account.