Use case
You can use e-signatures with custom PDF and Word forms in Provet to collect client signatures electronically, reducing the need for printed documents.
Instructions
1. Add a Form
Add a form of your choice.
Edit the form if needed, and ensure it includes a
[[signature]]field. Select Save changes to confirm any edits you make.When using Word forms, select the Lock this form button. This will enable the E-signature button to appear.
2. Create the E-signature Request
On the form 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 changes to create the request.
3. Process the Request and Wait for the Customer to Sign
Processing window
A new dialogue opens, showing the request status and the option to cancel it if needed. Once the request is generated and sent to the customer, they can sign it from their device. You may close the dialogue if the customer does not sign it immediately.
Customer actions
When the customer receives the message, they can start the signature process by opening the link included in the message.
They are presented with the preview of the document and the option to either Decline it or Sign the document. They can also change the language from the top right or clear the signature area if needed.
Once they select the Sign document button, they will be directed to the signature screen. They should write their signature in the designated box using either touch or a 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
In the Forms tab of the client page, the E-sign status column shows a green checkmark (✔) when the form has been successfully signed. You can also print the signed form directly from this view by selecting the print button.
In addition, when you open the form from the Forms tab, the status "E-sign: Accepted with a timestamp" is displayed at the bottom, and you can also print the signed version using the Print signed document button.