Client Signature (click to sign)

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Using the Click to Sign Feature

Our new "Click to Sign" feature streamlines the signature process for forms or packets that require multiple client signatures. Instead of signing each field individually, clients can now sign once and then use a simple click to sign the remaining fields. Here’s how it works:

How Click to Sign Works

1. Initial Signature: Clients sign the first signature field as they normally would.
2. Click to Sign: After the first signature is completed, the client can simply click on any subsequent signature fields that require their signature. The system will automatically populate these fields with the same signature.

Important Setup Steps

When configuring your form, it’s important to ensure that only client signatures are activated for this feature. Any signature fields for other individuals (e.g., parents, guardians) should not be included in the Click to Sign process. This helps maintain clarity and avoids unauthorized signing of sections meant for others.

Setting Up Click to Sign

1. While creating or editing your form, locate the signature fields.

2. For each client signature field, mark it as "Client Signature"

   

3. Ensure that any signatures for parents, guardians, or other parties are not selected for this feature.

Best Practices

• Accuracy: Double-check the form setup to ensure only client signatures are enabled for this feature.
• Clarity: Make it clear in the form who the signature fields belong to, especially if multiple individuals need to sign.

By using the Click to Sign feature, your clients will save time without compromising the accuracy and integrity of the form’s signing process!