How to use the Provider/Staff Click to Sign

The 'Click to Sign' feature in Zentake streamlines the process of signing office-use documents, saving time and ensuring consistency. Here's how it works:

Overview

Users can draw and save their signature and/or initials in their account settings. Once saved, this signature can be used to quickly sign any signature fields marked as "Office Use" by simply clicking on the field, eliminating the need to redraw the signature each time.

Step-by-Step Instructions

Save Your Signature

To enable the 'Click to Sign' functionality, you need to save your signature in Zentake:

1. Log in to your Zentake account.

   Navigate to your Account Settings:

   • Click on your profile icon (in the top-right corner).
   • Select Account from the dropdown menu.

2. Locate the Signature section.

   Use the drawing pad to create your signature:

   • If you're using a touchscreen device, you can draw with your finger or stylus.
   • On a desktop or laptop, you can use your mouse or trackpad.
3. Once you’re satisfied with your signature, click Confirm.

Using 'Click to Sign'

Now that your signature is saved, you can use it to sign office-use signature fields:

1. Open the form requiring your signature.
2. Click "Complete office-use"
3. Locate the signature fields designated for "Office Use."
4. Click on the signature field. Your saved signature will automatically populate the field.
5. Review your signature to ensure it appears correctly.

Updating or Changing Your Signature

If you need to update your signature:

1. Return to your Account Settings.
2. In the Signature section, clear the existing signature using the provided option (e.g., "Clear").
3. Draw your new signature and save it.

All future uses of 'Click to Sign' will now reflect the updated signature.

For further assistance, contact Zentake Support via our help center or email us at support@zentake.com

By setting up your signature in Zentake, you’ll enjoy a more seamless and efficient workflow. Happy signing!