Adding e-Signature to a Document Template

An e-Signature option is added to the Signature section of the Document Manager Template. You can insert a signature(s) to the document templates.

Do one of the following:
- Single community: Billing > Document Manager > Templates.
- Multi-community: Management Console > Operations > Document Manager > Templates.
Click New.
Create Document Template Details.
Select e-Signature.
Add Signer Role(s).
Select Category(ies).
Check Due Date Required, if applicable.
- If selected, enter Due Date.
Select Scope, if at EMC.
Click Save.
Select Signer Role.
Click Add Signature.
Click and drag signature box for placement on document.
Click Close.

Signer Role pulls from pick list Contact Type, Professional Contact type, and Staff Positions.
If the document requires multiple signers, select the Signer Role and drag signature box for placement on the document.
Document automatically saves as you place signature boxes.
If the signature fields are placed incorrectly, click clear all to remove and start again.
Type of data fields are: signing date, signer name, signer title, text field, check box, list, radio, test area and label field.
You can edit a template to change the signature field if manual signature or not required were previously selected when document is not in use.

To use e-Signature in Document Manager, e-Signature must be enabled in your community.
API Key and Authorization must be setup to use e-Signature in Document Manager.
You must allow third party cookies and site data to create electronic signature templates and complete the signing ceremony.
Do not rename or change the pick list contact type, professional contact type or staff position when used in a template for eSignature. This prevents the generation of the document or template.

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