Team members can add personalised signatures to documents with one click by including a signature field in a document or template.
E-signatures are especially useful for various documents, including:
Referral letters
Prescriptions (e-scripts)
Sick notes
Follow these steps:
1. Go to Documents > Template and open a new or existing document template
2. In the menu tab, click on '+ Insert'
3. Add a signature field by selecting 'Signature' from the drop-down
4. Remember to click 'Save' once you are done editing your document template
5. This enables its reuse in any document created from this template
Important: Only the logged-in team member associated with the signature can use it i.e. you can only ever use your own signature
Follow these steps:
1. Go to Documents, and search for a client name to open an existing document
2. Or create a new document in client profile under the 'Documents' tab
3. In the menu tab, click on '+ Insert'
2. Select 'Signature' from the drop-down to add a signature field
3. Click on it and add your signature in one of the following ways:
Under the 'Draw' tab, sign by using your mouse or touch pad on your computer
Under the 'Draw' tab, sign by using your finger or stylus on touch screen devices
Under the 'Upload' tab, sign by adding a photo of your signature
Under the 'Upload' tab, sign by taking a photo of your signature
4. Your signature will be saved for next time you use the signature field
5. To clear or change your signature, click on the signature image and clicking the respective option
Important: Only the logged-in team member associated with the signature can use it i.e. you can only ever use your own signature