In Instinct EMR, signing documents digitally eliminates the need to print or scan. Using the standard tools already on your Mac or PC, you can produce a professional signature with ease. This guide covers how to generate and apply your digital signature via Preview or Adobe Acrobat, allowing you to finalize paperwork quickly and remain entirely paper-free for a more efficient workflow.
Sign a document on a Mac (Preview)
Use Apple's built-in Preview app to create and apply your signature.
Open the document in Instinct EMR that requires a signature.
Select Print in the top-right corner once the PDF is generated.
Select Open PDF in Preview.
In Preview, select the Show Form Filling Toolbar icon in the top toolbar.
Select the Create Signature button from the toolbar.
Use your trackpad or camera to write your signature. Once created, Preview will save the signature on this device for future use.
Select your saved signature to apply it to the document. Drag it to the correct location and resize as needed.
Save the document, then send or upload it as required.
Tip: Once you create a signature in Preview, it is saved to your device and will be available the next time you need to sign a document—you won't need to redraw it.
Sign a document on a PC (Adobe Acrobat)
Adobe Acrobat must be installed and set as the default application for PDFs before following these steps.
Print the document in Instinct EMR that requires a signature.
Once the document opens in Adobe Acrobat, select Fill & Sign in the left-hand sidebar.
Select Add Signature. Drag it to the correct location in the document and resize as needed.
Save the document, then send or upload it as required.
Note: Adobe Acrobat must be set as your default PDF application for this workflow to work correctly. If PDFs are opening in a different app, update your default PDF app in Windows Settings.
Frequently asked questions
Do I need to redraw my signature every time on a Mac?
No. Once you create a signature in Preview, it is saved to your device and will appear in the signature menu for future documents.
What if Adobe Acrobat is not installed on my PC?
Adobe Acrobat is required for the PC workflow. Contact your practice administrator or reach out to support if you need help installing it.
Can I use a different app to sign PDFs?
This guide covers the recommended tools (Preview on Mac, Adobe Acrobat on PC). Other PDF apps may work, but steps will vary.
Still need help?
Contact the Instinct support team via live chat or email [email protected].