Skilled Nursing Facilities

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Creating e-Signature Fields in a Document Template

You can use e-sign field tags in Document Manager. E-Sign field tags allow you to add sections to complete during the signing ceremony. This helps you to insert fields to your document or insert additional fields not found in the document manager fields in XDocReport. 

Note

Select e-Signature signature type as your template to add the field tags to the document or form. 

Include the signer role(s) in the order you are capturing their signature. 

  1. Complete steps to create a template-.

  2. Select signer role.

  3. Click Add Signature.

  4. Click icon and select Add Field to define signature fields. 

  5. Click field then drag field to place in the template. 

  • Signer role box - click and drag to the location for the signature. 

  • Signing Date,- use to auto populate the date field. 

  • Signer Name and Signer Title - use to auto populate the signer role's title and name. 

  • Text Field - use to enter a space for small text like a single word or limited number of lines. 

  • Text Area - use to enter a space to fit a large number of lines like a paragraph. 

  • Label Field - use to title or label a list.

  • Use Signer to change the singer assigned to the signature field.

  • Use the arrows to Align the field(s) to not overlap the lines and words on the document.

  • Use settings to enter Name, make the field required, set max length, and create a list. 

  • Document automatically saves as you place field tags. 

  • e-Sign fields are populated after the document is generated.