NextGen Knowledge Center

Enter Document Signatures

Multiple people may be required to sign a document. Security on the Signatures panel is set up so that only the person who checks a signature line can alter it in any way. The name of the user who is logged into the system populates in the name field, along with the date of the signature. Electronic signature software can be used to capture the signature of the client or parent/guardian.

  1. Place a check mark next to the labels that apply.
  2. If needed, enter or modify any Credentials to further identify a signature.
  3. Select N/A to indicate a signature is not applicable and clear the fields of anything that may have been entered in the same row.
  4. Click the Send Task button to forward the template to the next person in line to sign off.
  5. If your signature does not fall under the preset options, use the Additional Staff section.
    Name and Date are required fields.
  6. Enter any additional Comments.
  7. Click the Add button.