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Managing Client Signer Details on the Daily Claim Sheet PDF

Updated over 2 months ago

SprintSuite gives administrators more control over what client details are displayed on the Daily Claim Sheet PDF, specifically the client signer’s name and email captured during timesheet sign-off. This article explains how to access these settings and configure them to suit your business needs.


✨ Overview

When staff submit timesheets for sign-off, SprintSuite captures the client signer’s name and email address. You can choose whether these details should appear on the Daily Claim Sheet PDF. This is helpful if certain clients require full transparency, while others prefer minimal information shown on documents.

All configuration is managed from settings.


🛠️ Where to Find These Settings

The Timesheet Settings tab has been added to the system settings.

To access it:

  1. Go to Settings in the sidebar.

  2. Select Timesheet Settings.

  3. You will see two toggles for controlling client signer information.

  4. Existing Timesheet Entry Settings have also been moved here from the General tab.


⚙️ Available Options

Within the Timesheet Settings tab, you will find the following options:

1. Show Client Name on Daily Claim Sheet PDF

Toggle this ON if you want the client signer’s name (entered during timesheet sign-off) to display on the Daily Claim Sheet PDF.

2. Show Client Email on Daily Claim Sheet PDF

Toggle this ON if you want the client signer’s email address to display on the Daily Claim Sheet PDF.

Default Setting

  • Both toggles are OFF by default.

  • This ensures no client details appear unless you intentionally enable them.


📄 How This Affects Your Daily Claim Sheets

  • If toggles are OFF → No client signer name or email will appear on the Daily Claim Sheet PDF.

  • If toggles are ON → The selected details will display clearly on the PDF under the timesheet sign-off section.

This allows you to tailor the level of detail shown to clients depending on your workflow or compliance requirements.


✔️ Best Practices

  • Enable both toggles if your clients require full visibility of sign-off records.

  • Leave them OFF if client confidentiality is important or if you only need the records internally.

  • Review your settings periodically, especially if your client requirements change.

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