Signature On File Guide

The signature-on-file feature allows Kipu CRM users to set up a stored signature which is applied to Live Forms sent to the Kipu EMR. The signature can be referenced to identify the agent who performed the assessment and the date/time of signing.

 

 

Setting Up Signature

1. When logged into the Kipu CRM, select your display name located on the top right-hand corner of the screen.
2. From the drop-down list, select Signature on File.
3. Click on the Signature Type drop-down and choose Draw or Use Font.

Using Draw Option

1. Using the drop-down arrow choose Draw as your signature type.
2. Draw your signature using a mouse or trackpad.
3. Verify that the new signature is visible in the Final Rendering area, and select Accept.
4. Select Save Signature to finalize your signature on file.

Using Font Option

1. Select Use Font for the signature type.
2. Select the desired font for your signature using the Select Your Font drop-down.
3. Type your desired signature in the text field. A preview of the newly selected font will appear in the rending area.
4. Select Accept to record your signature. Verify that your new signature is present in the Final Rendering area.
5. Select Save Signature to keep the signature on file.