You can add signatures to form and cover page templates. These can be configured to automatically fill a signature in the desired area of the form or cover page from the user's account profile. It can also be configured to be manually signed by either a provider or patient (if the patient has access to the computer and a mouse).

Before you can add signatures to form or cover page templates, you have to add a base document (PDF). See Creating cover page templates and Creating from templates.

Steps

  1. Click on an area in your form or cover page template where you would like to add a text box.
    A window appears with three options.

  2. Click Signature.
    A Signature Configuration window opens.

Name

Action

Type

Select Practitioner, Practitioner (Unique), or Patient (Unique).

📌 Note:

Practitioner pulls from your account > Settings > Profile > Signature. See Configuring Signatures.

Practitioner (Unique) requires you to draw your signature using your mouse or cursor every time you complete the form.

Patient (Unique) allows the patient to draw their signature if they have access to your computer and mouse or cursor.

Auto Populate Signature

To auto-populate your signature, Select Yes.

If you want to click on the signature section when completing the form, to apply your signature, select No.

📌 Note: This section only appears if you select Practitioner under Type (see above).

Scale to Fit

Select Yes (Recommended) or No.

We recommend selecting Yes since this will avoid distorting your signature.

Present Signer and Date

You can add your name and date the from was created at the bottom of your signature by selecting Yes.

Select No, to not add your name and date under your signature.

3. Click outside the window.

4. Click Save.

💡 Tips:

  • To remove a signature box, click to open the dialog window and click the trash icon (top right corner) to delete it.

  • To resize a signature box, click a red dot and drag it to the desired size.

  • To reposition the signature box, click and drag it to the desired location.

Created: August 4, 2021

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