ShareNote

Add Client E-Signature

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Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
Open the appropriate Client.
In the left side menu, scroll down to the Other section, and click Client Signatures.
Click Create Signature.
Using the mouse or touch pad, have the Client add their signature.
Enter and Confirm the Client PIN number.
Have the Client select their Security Question from the drop-down.
Enter the Security Answer, and Confirm Challenge Answer.
Click Save Signature and Security Information
After the Client signature is captured, you can also add a Parent Signature if the Client is under 18 years of age. Click Create Signature, and follow the above steps.