SUMMARY
Use this guide to enable e-signature on your Factbird user account. Once enabled, you can securely sign activities using your user account and PIN instead of an operator profile.
WHEN TO USE THIS
- Use this guide if:
- You want to sign activities using your Factbird user account.
- You need to enable e-signature for secure activity sign-off.
PREREQUISITES
- Before starting:
- You are logged in to your Factbird user account.
- Your account has permission to use e-signatures.
STEPS
- Click your user icon in the upper-right corner of the Factbird interface.
- Open the Profile tab.
- Click Set Up E-signature.
- Review the terms and click Next.
- Create your e-signature PIN.
- Confirm the setup by clicking Done.
EXPECTED RESULT
- After completing these steps:
- E-signature is enabled on your Factbird user account.
- You can sign activities using your user account and PIN.
- Your user account becomes the only available identity for e-signature while you are logged in.
TROUBLESHOOTING
Issue: Operator profiles are no longer available for sign-off.
- Try: Verify that e-signature has been enabled on your user account. This is expected behaviour.
- Try: Sign activities using your Factbird user account instead of an operator profile.
Issue: You need to update your PIN.
- Try: Open your Profile settings to change your e-signature PIN.
- Try: Use the same menu to deactivate e-signature if required.
STILL NEED HELP?
- Contact Support and include:
- Your Factbird username or email address.
- A description of the issue you're experiencing.
- Any error message displayed during e-signature setup.
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