Team members can add their personalised signatures to documents with one click. You can add a signature field in a document template, or in a document.
Note: only the logged in team member with whom the signature is associated can use their signature.
Referral letters
Prescriptions (e-scripts)
Sick notes
1. Open a new or existing document template in Documents > Templates
2. After putting your cursor anywhere in the document template, click on '+ Insert'
3. Select 'Signature' from the drop-down to add a signature field
4. Adding a signature field into a document template allows you use the signature field whenever you create a document using document templates that contain a signature field
5. Remember to click save once you are done editing your document template
For documents without a signature field from a template
1. Open an existing document, blank document or use a document template from within the client profile under the 'Documents' tab. If the document doesn't have a signature field added in already, you can add one by clicking '+ 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
Your signature will be saved for next time you use the signature field.
You can clear or change your signature if necessary, by clicking on the signature image and clicking the respective option.
Now you, and only you, as the logged in user associated with this signature, can add it to any document or document template with the Signature field added.