electronic signatures to custom forms
Sometimes you need to update a form like a fee agreement or complete something like a release of information, it would be great to be able to add in an electronic signature to any new custom forms you create that you need the client to complete and sign.
1
vote
Alena Gittens
shared this idea
Hi, this is existing functionality. See article attached. https://help.theranest.com/en/articles/1516970-accept-client-signature-on-custom-forms