Adding Staff/User Signature to a Patient Document

1 min. readlast update: 10.06.2025

User Signatures can be used to add your signature to any .pdf document saved to a patient's documents such as a signed quote, consent, or imported file.  This feature can only be used to add the signature of the logged in user's signature to the file. 

Setting a user's signature

For the best signature, it is recommended to use an iPad or device with a touch screen to create your signature.  

  1. Click on your username in the top right corner, then go to My Settings
  2. Click the 'Add' button to add the Signature
  3. Use your finger, stylus, or mouse to create your signature in the yellow signature box
  4. Click 'Apply' to save your signature

Adding a Signature to a Document

  1. Go to Forms & Scans > View & Import
  2. Click on the black fountain pen icon to the left of the document
  3. Click 'Add Signature' located at the top right 
  4. This will insert your signature at the top left of the document. It can be dragged anywhere in the file and resized as needed. 
  5. Click 'Save' to save the modifications
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