Digital Signature

Add a digital signature and initials to your profile to quickly sign documents. The Digital Signature role is required to access this option.

Access Digital Signature

From any app do the following:

  1. Select your user profile button Profile button.
  2. From the drop-down menu select Digital Signature.

    Digital signature option

In the Digital Signature modal you have the option of adding your signature and initals. If you want to apply a system timestamp to both your signature and initials every time you apply them to a document, select the Apply Timestamp to Your Signature option.

The Enter Password option requires a password every time you add your signature using the Signature app and in the Document viewer. Use this option if you want an additional layer of security.

Digital signature modal

Add a Signature

You can add your signature by drawing or uploading an image file. In the Digital Signature modal do the following:

  1. Select Add Signature.

  2. Use your mouse to draw you signature in the box, or
  3. Select Upload and choose one of the following actions:
    1. Drag and drop an image file, or
    2. Select Browse to look in your computer for the image file.
  4. Check the Apply Timestamp to Your Signatures box if you would like to include a time stamp with your signature each time you add it to a document.
  5. Select Save.

    Add Your Signature pop-up

  6. In the Almost Done modal, click I Agree.

    Terms agreement modal

Add Your Initials

  1. Select Add Initials.
  2. Use your mouse to draw your initals in the box, or
  3. Select Upload and choose one of the following actions:
    1. Drag and drop an image file, or
    2. Select Browse to look in your computer for the image file.
  4. Check the Apply Timestamp to Your Signatures box if you would like to include a time stamp with your initials each time you add it to a document.
  5. Select Save.

    Add Your Initials modal

  6. In the Almost Done modal, click I Agree.

    Terms agreement modal

Select Close to exit Digital Signature.