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How do I set up an author to eSign?

Answer / Solution

How to set up eSign-off

Overview

InfraWare 360 allows for document approval using eSign-off. To create this requirement 3 things must be considered:

  1. The author signature or desired text needs to be added to the author settings
  2. The eSign insertion needs to be added to the template of each affected document type
  3. The workflow must be adjusted to stop on eSign for approval before delivery

If one of these steps is omitted, eSign may not work as you intend.

1) Document Notation/Signature

  • The document notation/signature needs to be added to "Author Settings" for each facility attached to the author

  • Click the "Use Author Signature" box at the top of the "eSignature" section.  You must check this option in order for the Author's profile to retain the designated text and uploaded image.
  • Text and/or Image:  Add text to be added to the document after eSigning takes place.  Please Note - In order for the Enable checkbox to stay checked, a signature text line or a signature image will need to be set up.
    • Text:  You may add a text version of document approval that notes the date and time (ie. Document approved %d at %t by dictator).
    • Image:  You may upload a 220 x 75 .jpg image of the author's signature. Browse to locate the file and then click on Upload. 
  • Save changes

 2) Template Creation/Document Type

  • Most Admins prefer to adjust the templates of any document type that will be used for eSign-off
  • Using the InfraWare Template Editor (ITE), open each template from the InfraWare Platform

  • You will be prompted to login using your administrator credentials
  • Load the desired template and put the cursor on the desired spot for the notation/signature
  • Select Insert → eSign-off → Signature (for text) or Signature Image (for author's signature)
  • Insert level 2 if needed
  • Note: the ITC allows MTs to insert Esign fields if they are not on the templates

3) Workflow eSign-off Management

  • The workflow needs to be adjusted to require the job to be approved prior to delivery
  • On the Workflow Tab select the eSign-off icon

  • Select "Manage" for the appropriate eSign requirement. You may want to create eSign pools, set the requirement for the entire facility, or make it author specific.
  • When you set the requirement, you must also identify the person or group responsible to approve the reports. This may or may not be the job author.
  • A second level may also be set. See KB274
  • Save

Notes:

  • Sometimes eSign is used for document approval only and not to add a legal signature to a document.  In that case, Omit steps 1 & 2 and only set up workflow step 3.
  • For step 1 above - If you are adding a signature image and/or text you must check the "Use Author Signature" check box in order for the Author's profile to retain the designated text and uploaded image.

Here is a short video that describes the eSign feature:

 


Related KBs
How does eSign-off work?
eSign-off Explained
How do I add a signature for eSign-off?
How to add author signature for eSign-off documents
Can a user eSign for another user?
eSign-off Proxies Explained
How do I Create an Author (Dictator) User?
How to Create an Author (Dictator) User
What are the steps to eSign a document in the Secure Web Portal?
Step-by-Step eSign Off Walkthrough
How do I require 1st level of eSign-off before 2nd level?
Require 1st Level eSign Before 2nd Level
How does the Facility User manage EHR Web Alerts?
Manage Secure Web Portal eSign Alerts
How do I edit Pool Membership?
Editing and understanding pool membership

Direct Link to This KB
http://www.infraware.com/KB/?f=462

Last Updated
Friday, March 04, 2016

Tags
eSign template signature workflow author settings KB462
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