The built-in PDF Viewer and Editor in PracSuite allows users to fill and sign PDFs, including the ability to upload and save your signature.
The easiest way to save your signature in the PDF Editor is from the Tools > PDF Editor menu at the top of PracSuite.
Select the Fill and Sign tab and then select Signature/Initials.
You have a few choices as to how you enter your signature into PracSuite:
Draw - Use your mouse or touchscreen to draw your signature.
Type - Type your name/initials to have your signature drawn in a fixed font.
Upload - Browse to upload an image of your signature.
An example of the Draw method is shown below:
Select Create to store your signature.
To finalise this process, insert your signature into the blank PDF and select Save.
You can delete this testing PDF after saving.
Signing a letter created in PracSuite
PracSuite's built-in letter templates use a simple word processor, which makes writing and formatting a letter much easier than working directly in the PDF editor. Because of this, it's best to write and finalise your letter in the word processor first, and only convert it to a PDF once you're ready to sign it.
Once you've finished writing your letter, select the Save dropdown menu at the top of the editor. You have two options:
Save - saves the letter as a Word document. Choose this if you still want to come back and make changes to the letter later.
Save As PDF - converts the letter into a PDF. Choose this once your letter is finished and ready to be signed.
Selecting Save As PDF saves a PDF version of your letter into the patient's Files tab. From here, you can open it in the PDF Editor and use the Fill and Sign tools described earlier in this article to add your saved signature.
Tip: If you don't need a hand-drawn or uploaded signature image, you can add a simple text-based sign-off directly in the letter template itself, using merge fields. For example:
Signed electronically by <<LoggedInPractitioner>> <<LoggedInPractitionerProviderNo>> on <<Date>> <<Time>>
This will automatically populate with the practitioner's name, provider number, and the date and time the letter is finalised, without needing to go through the PDF Editor at all.