Steps:

  1. Log in to the system.
  2. Go to the Client Invoicing module.
  3. Click on the Fee Notes, Credit Notes link.
  4. A list of all fee notes in the system will appear. 
  5. Locate the invoice you wish to sign. At the far right click on Action drop down menu and select Print option.
  1. On the print out, scroll down and click on the Sign link (shown in blue).
  2. A signing form will pop up with three options: Type It, Draw It and Image.
  3. You can sign in one of the following ways:
  • Type It:
    • Enter your name in the text field.
    • Your name will automatically appear as a typed signature in the box below.
  • Draw It:
    • Enter your name, then select the Draw It option.
    • Use your mouse or touchscreen to draw your signature.
  • Image:
    • Enter your name, then select the Image option. Your signature image which is already uploaded will populate.

9. Once you have chosen and applied your preferred method (Type, Draw, or Image), click on save and the signature will appear on the fee note.