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How to setup and insert an electronic signature

Solution

To set up your signature:

1.  Go to Setup\Counselor/Staff

2.  Select your name (in blue)

3.  At the bottom left, there is a field for electronic signature

4A.  Select the Sign button to use your mouse or a touch-screen.

4B.  Use the Choose file button if you would prefer to upload a picture of your signature.  

 

To insert your signature on notes, etc:

1.  Enter your login password in the field provided

2.  Select Unlock

3.  Select Sign - Your signature should now appear.

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Article details
Article ID: 122
Category: Knowledgebase
Date added: 15-May-2019 5:50pm
Views: 8

 
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