E-Signing Setup (One-Time) [11]

E-signing uses BoldSign and requires one-time authorisation.


Enable e-signing

  • Go to Account Settings \ E-sign Settings.
  • Enter:

    - Sender Name (typically the practice name).

    - Sender Email Address (used for e-sign requests).

  • Save.
  • PracticeFlow sends a verification email to the entered address.

Authorise BoldSign

  • Open the verification email from BoldSign.
  • Approve the request.

This links the PracticeFlow account to BoldSign.


Notes:

  • Authorisation can be revoked at any time.
  • Changing the sender email requires re-authorisation.