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Manage signatures for staff member profile

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In myEvolv, a signature can be captured and stored in a staff member's profile. This is used as the Electronic Signature for this staff member on service entry forms.

  • Signature display sizes can vary according to need. Generally speaking, 200 px wide by 50 px high is a good size to start with, but your capture requirements will ultimately determine the display size you need.
  • You can also capture signatures in any graphic file type, though it is recommended that you do not capture signatures as a PDF file type.
Add new signature
  1. Go to Agency > Staff & Security > Staff Information > Staff Profiles with Security.
  2. Use Select Name to search for and select the staff member to update.
  3. On the right of the row, choose Open Form from the Actions dropdown.
  4. Within the Staff Information section, find the Credentials and Signatures History grid.
  5. Use the red plus to add a new entry, or expand the form using the Actions dropdown in the new row.
  6. Select the appropriate Staff Credentials and enter an Effective Date for this signature. These fields are required.
    Note: This signature will appear on forms signed on and after the Effective Date.
  7. In the Signature field, select Click to Upload Image, then choose one of the following ways to upload the image:
    • Capture Signature opens the signature box for touchscreen or mouse-entered signatures.
      1. Select Sign, then sign in the box.
      2. Select Clear to start over with the signature, or choose Cancel to close the signature box.
      3. Use Topaz if the device is enabled.
      4. Select Hide Timestamp if you do not want the timestamp to be visible with the signature.
      5. Save the signature.
    • Upload File allows you to select a file from the computer to upload as the staff member's signature. 
      1. Select Choose File, then locate and select the signature file.
      2. Select Upload File.
  8. Once the signature is uploaded and visible in the form, Save the form.
Update an existing signature

When a staff member needs their signature on file updated, it is important to end-date the existing signature record then upload a new signature with a current effective date. This way all historic forms will still contain the original signature. Adding a new signature to an existing record will replace all signatures on historic forms.

  1. Go to Agency > Staff & Security > Staff Information > Staff Profiles with Security.
  2. Use Select Name to search for and select the staff member to update.
  3. On the right of the row, choose Open Form from the Actions dropdown.
  4. Within the Staff Information section, find the Credentials and Signatures History grid.
  5. Enter an Expiration Date for the existing signature record.
    Note: The original signature will remain visible on all forms prior to the expiration date.
  6. Use the red plus to add a new entry, or expand the form using the Actions dropdown in the new row.
  7. Select the appropriate Staff Credentials and enter an Effective Date for this new signature. Make sure the Effective Date after the Expiration Date of the original signature record.
  8. Follow the remaining instructions from above to add the updated signature.