Setup Instructions

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This section describes the procedure for setting up Electronic Signature in ChartNet. 

 

Overview of Steps:

 

1.Decide which form types will be e-signed.
2.Decide how e-signed forms will be distributed.
3.Edit each form by completing the "E-Sign" page.
4.Edit each form by setting the Pre-sign and Post-sign distribution devices.
5.Edit each form's footer (signature block), make sure you have "[x.signatures:s1)" defined where you want the signatures to be printed.
6.Edit each provider by completing the "E-Sign" page.
7.Add each provider to the site's Users file.