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Can we e-sign within the system?
Can we e-sign within the system?

How can digital signature from clients be collected within the system?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

There are a few ways that digital signatures can be captured from clients with either the "Plus" or "Pro" levels of service:

  • Assistance Records (w/ "Plus" or "Pro" level) - Signatures can be captured when recording assistance on a client's Case - Watch video here ~1 min

  • Release of Information (w/ "Plus" or "Pro) level) - The Release of Information form (ROI) can be signed digitally within the system - Watch video here ~2 mins

  • Kiosk/Remote Intake (w/ "Pro" level) - We offer a client-facing intake form that can be completed on-site with "Kiosk Mode" or off-site via the Remote Intake link. A client can agree/sign the Release of Information form (ROI) with this tool - Watch video here (~2 mins)

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