This article will go over adding and changing staff signatures, which will be used on reports like TCM Case Notes and EI Case Notes. There are two ways to add these signatures: a logged-in staff member can add theirs from their User Settings area or an administrator can add them to all staff from the Staff screen.
To start, click on your user name in the top right corner and select 'Settings' from the drop-down arrow as shown below.
Next click the button on the right side of the screen to bring up the screen below.
Adding or Changing a Signature
Click the 'Change Signature' button to edit or create a new signature.
To add a signature, use your mouse to draw your signature or you can upload your own signature by selecting the blue up arrow next to the red 'No' symbol.
If you want to start over on the signature, click the red 'No' symbol to undo anything you made on the signature feature.
If we want to upload a signature, click the 'Choose File' button and select the file that contains your signature. It can be a picture of your signature. Finish the process by selecting the 'Sign' button shown below.
You can find and retrieve your signature in the settings once its saved as shown below.
You can also create or change your staff signature from the staff screen. Click on the button.
Next click the drop-down arrow in the 'Actions' option and select 'Edit'.
Scroll down until you find the signature fields shown below. From here, click the 'Add Signature' button and the pop up explained earlier in the article will appear. Follow the same steps the save your signature.
Reports with your Signature
Below are some reports where your saved signature will populate.