This article explains how to configure your clinic's tablets and other devices to use the e-signature function with the PIN code login mode. It outlines the necessary preparations and steps for collecting client signatures on in-house devices.
Use case
The electronic signature function set has a PIN code login option that is intended for the case where the clinic uses an in-house tablet computer or a phone to collect signatures from customers. The PIN code adds an additional security layer to help make sure that each customer sees only the document intended for them.
Preparations
1. Enable the PIN Code Login Option
To use the PIN code login mode, make sure that the Allow PIN code login option is enabled from the e-signature settings.
2. Ensure That the Clinic Device Is Prepared
Prepare the signature device by opening the web address shown in the e-signature settings under PIN login URL. Bookmark the address in the device browser and set it as the home page. The address is the same for every request, whatever the document.
Note: The e-signature sign-in address changed in June 2026, from sign.etrust.health to esignature.provetcloud.app. If a saved bookmark stops working, the address has changed. Take the current address from the e-signature settings under PIN login URL, or from the Request an electronic signature dialogue, and bookmark it again.
Instructions
1. Request the Signature Using the PIN Code Generation
During the normal e-signature process (whether with cost estimates or forms), when requesting the signature, select the Generate PIN code checkbox. This instructs the system to generate the code that is needed for logging in from the device. In this case, emails or SMS messages should not be sent.
2. Get the PIN Code and Use It With the Device
After you save the request, the Electronic signature request pending dialogue opens. The PIN code appears in a moment.
Open that address on the clinic device, and enter the PIN code.
3. Customer Actions
After the PIN code has been successfully entered, the normal e-signature process will open, and you can hand the device to the customer.
Once the customer signs, the process is complete, and you can take the device back. After signing on the device, the customer can also download a copy and send it to themselves by email.