eSignature Management

With an eSignature password, you can electronically sign orders in the application. This feature is available to authorized users only. This page applies to portal versions 5.1.1 and earlier. See My Account for eSignature Help for portal versions 5.1.2 and later. 

Help Topics on This Page

- Create eSignature Password (portal versions 5.1.1 and earlier)
- Reset eSignature Password (portal versions 5.1.1 and earlier)

Create eSignature Password (portal versions 5.1.1 and earlier)

Complete the following steps to create an eSignature password:

  1. From the menu bar, select My Account > eSignature. The eSignature Management page is displayed.
  2. If you see this message: "You cannot manage your eSignature from this page.," follow the instructions on the Contact Us page to request assistance. Required configuration is not in place.  
  3. In the Password element, enter a password (to sign orders). Your password must satisfy the criteria defined in the system. If it does not, a message is displayed containing password requirements. Once your password is accepted, go to the next step.
  4. In the Confirm Password element, reenter your password.
  5. Select Save. The system displays a confirmation dialog box.
  6. Select OK. Expiration Date is determined using a preconfigured value for user password expiration (for example, 120 days).

Note: An eSignature password must be set for each of your assigned practices.

Reset eSignature Password (portal versions 5.1.1 and earlier)

Complete the following steps to reset a forgotten or expired eSignature password: 

  1. From the menu bar, select My Account > eSignature. The eSignature Management page is displayed.
  2. In the Password element, enter a new password (to sign orders). Your password must satisfy the criteria defined in the system. If it does not, a message is displayed containing password requirements. Once your password is accepted, go to the next step.
  3. In the Confirm Password element, reenter your password.
  4. Select Save. The system displays a confirmation dialog box.
  5. Select OK. Expiration Date is determined using a preconfigured value for user password expiration (for example, 120 days).
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