Each provider that will be signing reports will need to have a record added to the Site's Users file. This file is used to validate the provider when they login. Using the File Manager, select the site that provider will be signing reports in, then click on the "Users" button to bring up the Site Users File Maintenance screen.
Example User record
User Code - Enter a unique usercode for this provider.
Password - Enter a password for this provider
Name - Enter the provider's name in LAST, FIRST format
User Group - Select the User Group to assign to the provider. Normally, the VIEW user group is sufficient.
Next, click on the Web Portal tab.
Example Web Portal page
Web Portal Mode - Select "ESIGN"
Electronic Signature Provider Code (F1) - Press the F1 key to bring up the Provider Lookup screen. Search for the provider that will be doing e-signing.
Click on F10 to save the record.
Note - If the provider that you assigned to this user record is not set up for e-signing, then you will get a message asking if you want to have the program automatically set the e-sign flags in the Provider's file. Answer YES to have this done.