Electronic Signatures With the Internal Editor

The vocabulary of digital signatures is a bit confusing.  The term "digital signature" refers to a certificate administered by a trusted third party, certificate authority, similar technology. The term "e-signature" refers to a digitized signature created with a stylus and digital ink. Digital signatures are not currently supported by TheraWriter.PT or TheraOffice, however using a graphic file of a signature, e-signatures can be inserted onto the document.  The below example shows how to setup an e-signature using the internal editor.

Step 1: Setting Up The Template

The first step to creating a e-signature  template is to create a new RTF file.  Open Microsoft Word or Wordpad.  Create a template using text, and or tables and graphics.  It is recommended that a scanned image of a signature be created outside of Word or Wordpad.

Next save the template as an Rich Text File (RTF) to the Desktop.

Close Microsoft Word or Wordpad and launch Documentation.  Log in and generate a report.

From the main menu, click the Insert button then click Insert Template.

Next the templates window will appear.  First using My Computer or Windows Explorer create and share a folder on a central server, or in single user configurations, create a folder where templates will be saved.  Click the ellipse button to the right of the templates directory textbox.

Navigate out to the shared folder.  The below example will use a shared folder on the server where all Documentation users can access it.  Click OK when the folder is located.

Next click the New Template link on the Templates window.

Enter a name and a description for the template. 

Click the Select button.  Navigate out to the desktop and select the RTF file created in the first step.

Click the OK button on the add template window.  Finally click the close button on the Templates window.  Please see Step 2 - Inserting an e-Signature Template.