Why can't I see my signature on my notes?
When configured in the "Settings" section (
https://admin.psylio.com/organization/signature), your signature is automatically affixed to the bottom of each progress note added to the record. However, this signature is transparent in the platform. You will only see it when you print or save the notes in PDF format but don't worry, it's there!
Related Articles
Why doesn’t the signature appear on my PDF?
In some cases, the electronic signature may not appear directly on a PDF file, even though the document was successfully sent and signed by the client. In this situation, the signature is still properly recorded in Psylio. The signature certificate ...
How do I set up the header and footer for my notes?
What is the purpose of the header and footer? The information in your header and footer, such as your logo, signature, and licence number, will be used when printing or saving your progress notes and invoices as PDFs. Once a note is recorded, the ...
Can I print the notes contained in a record?
Yes, you can! Here are the available printing options: Print all notes or the roadmap You can print all the notes in a record or a condensed version as a roadmap. Open the record in your Psylio account. Go to the Progress notes tab. Click the printer ...
How do I send a document for signature or review?
In Psylio, you can send documents (forms, agreements, etc.) by email for signature or review, directly from a client record. This feature allows you to: Send and collect signatures securely Track the status of each document Manage everything in one ...
How can I filter and organize my progress notes?
You can easily sort and print your progress notes using the filtering options in each record. Here’s how: By state: Quickly find draft notes or those already recorded. By type: Choose to view and print only confidential notes, or export all notes ...