Overview:
This article walks you through setting up a Digital Signature field in the Pre-Assessment module, assigning roles and users, and verifying the signature works correctly.
Before You Begin:
Ensure you have Admin access to CRM Settings.
Confirm you have permission to manage Module Layouts & Fields.
Identify which roles and users should have signing permissions.
1. Access your specific CRM instance, for example: "test.dazoshealth.com"
2. Click "settings
3. Click "CRM Settings."
4. Click "Module Management."
5. Click "Module Layouts & Fields."
6. Select the desired module to add the client signature. Typically, this will be the pre-assessment module
7. Click "Digital Signature"
8. Click the signature title and call it Client Signature
9. Enable this check box. By clicking, this will tell the system that this will be specifically for the client. ( If you were to create the Staff signature, then do not enable this checkbox)
10. Click this checkbox to enable the signature of the client
11. Click "Save."
