Use case
Use e-signatures with cost estimates to avoid printing paper documents in order to receive the conventional signature.
Instructions
1. Finalise the estimate
Cost estimates need to be finalised to prevent any changes to them after they have been signed electronically. Finalise the estimate by selecting the Finalise estimate button on the estimate page.
2. Create the e-signature request
On the estimate page, select the E-signature button.
In the Request an electronic signature dialogue, choose how to deliver the request. In this article, we will use the email option.
To send the request to the client's own device:
Select the client´s email address under Send email to address or the client´s telephone number under Send SMS to number. In this article, we will use the email option.
To use a clinic device:
Select Generate PIN code under Use the clinic’s device. Make sure the clinic device is open to the PIN login URL shown in the dialog. For more information about PIN code login options, see Using E-signatures with Clinic Devices (PIN code login mode).
Tip: Bookmark the PIN login URL in the device browser. The URL stays the same for all requests.
Optionally, edit the message and adjust the Signature request validity time (minutes) if needed. The default is 1440 minutes (24 hours).
Select Save to create the request.
3. Process the Request and Wait for the Customer to Sign
Processing window
A new dialogue will open, showing the request status and the option to cancel it if needed. Once the request is generated and sent to the customer, they should be able to sign it form their device. You can close the dialogue in case the customer is not signing it immediately.
Customer actions
Once the customer receives the message, they can start the signature process by opening the link within the message.
They will be presented with the preview of the document and the option to either Decline it or Sign document. They can also change the language from the top right or clear the signature area if they need another attempt.
Once they select the Sign document button, they will be directed to the signature screen. They should write the signature into the appropriate box with either touch or a conventional computer mouse.
Finally, the customer must select the Use signature button to finalise the process. A confirmation dialogue opens and the customer must select Confirm signature. After the signature is successfully provided, the customer can download the signed document if needed and close the page. They will also receive a PDF copy by email.
After a successful signature
When the customer signs a cost estimate, the status updates to E-sign: Accepted with a timestamp. The status is shown in the top-right corner of the estimate view, next to the Print signed document button.