How to add and use electronic signatures in documents

Team members can easily add personalised electronic signatures to documents by inserting a signature field in a document or document template. Each e-signature is linked to the logged-in team member, ensuring that only the authorised user can add or use their own signature.

Electronic signatures are especially useful for:

  • Referral letters

  • Prescriptions (e-scripts)

  • Sick notes

  • Reports

Creating your electronic signature

To create and save your e-signature in Bookem:

  1. Go to Documents, and create a new document (you can select any client for this step)

  2. In the top menu, click + Insert

  3. From the drop-down, select Signature

  4. A signature field will appear in your document. Click on it to add your signature using one of the following options:

  • Draw: Use your mouse or touchpad, or your finger/stylus if using a touchscreen device

  • Upload: Take a photo of your handwritten signature and upload the image

Your signature will be saved and automatically applied the next time you use the signature field.

To clear or change your signature, simply click on the signature image and select the appropriate action.

Adding a signature field to a document template

To add a reusable signature field to a document template:

  1. Go to Documents > Templates, and open an existing template or create a new one

  2. In the top menu, click + Insert

  3. From the drop-down, select Signature to insert the signature field

  4. Make sure to click Save once you've finished editing the template

Important: Each electronic signature is linked to the logged-in team member. Only you can use your own signature - it cannot be shared or applied by other team members.

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