---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Preview and sign closed work orders from the Customer or Consumer Service Portal

# Preview and sign closed work orders from the Customer or Consumer Service Portal {#ariaid-title1}

Release version: Yokohama  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
As a customer, you can digitally sign work orders that are closed and in the Closed
Complete or Closed Incomplete state to provide confirmation that the work order should be
closed.

## Before you begin

The Use Document Template to generate PDF Summary
configuration must be enabled.

Role required: sn_customerservice.customer and
sn_customerservice.consumer

## Procedure

1. Log in to the Customer or Consumer Service Portal.
2. Click SupportWork Orders in the portal header to view a list of work orders related to your account.
3. Search for and open the work order that you want to preview and sign from the list that is in the Closed Complete or Closed Incomplete state.
4. Click the Preview and Sign button.
5. From the Work Order form, review the details of actions performed on related work order tasks.
6. Sign the closed work order.
   1. Click Type signature and enter your name.
   2. Click Draw signature and sign your name.
   {#preview-sign-wo-csm-portal__substeps_bmr_jrt_d4b}
7. Click Accept and Confirm.

## Result

The signed PDF summary is generated and attached to the Work Order form. Signatures are attached to the corresponding work order task if there are multiple work order tasks in a work order that are signed.

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