Lupa’s E-Signatures make it easy to create, customise, send, and securely store digital consent forms, whether you’re in-clinic, remote, or printing a hard copy. This guide walks you through every step.
1. Creating or Editing a Consent Form
Go to Forms in your workspace.
Click Create New Form or select an existing one to edit.
Choose a template to start from (titles, standard sections, and clinic details will auto-populate).
Add or adjust any content using the form editor.
Available Form Fields
Signature Block - Capture a client’s digital signature.
Dropdowns - Perfect for structured choices like procedure options.
Free-Text Fields - Allow clients to enter specific notes or details.
You can drag and drop fields anywhere to design the form layout you want.
2. Customising Your Default Templates & Messages
Go to Settings → Forms & E-Signatures.
Manage your default templates, including the content that appears every time you create a new form.
Update your email and SMS messages used when sending forms to clients.
Add dynamic placeholders (e.g., client name, pet name, clinic details) to personalise messages automatically.
3. Sending a Form for E-Signature
You can send forms in three ways:
a) Remote Signing
Open the form.
Click Send for Signature.
Choose Email or SMS.
Lupa sends the client a unique, secure link to sign digitally.
b) In-Clinic Signing
Open the form.
Select Sign on Device.
Hand the client your clinic tablet or let them sign on your PC screen.
c) Printed Copy
Click Print Form.
Let the client sign the paper version.
Scan or upload it back into the pet’s Documents tab.
4. How Clients Sign
Clients tap or click the signature field to draw their signature.
All required fields must be completed before they can submit.
Once submitted, the form is permanently locked and timestamped.
5. Where Signed Forms Are Stored
Every completed consent form is:
Automatically converted into a PDF
Time-stamped with a full audit trail
Saved in the Pet → Documents section
Linked to the relevant visit, where applicable
No manual uploading required.
6. Viewing, Printing, or Re-Sending
From the pet’s Documents tab, you can:
View the PDF
Download it
Print a copy
Re-send the form if the client hasn’t completed it yet
7. Tips for Best Use
Create standard templates for common procedures for faster form creation.
Use dynamic placeholders to keep messages professional and consistent.
Keep signature blocks near the bottom of the form after the main content.
Review your default SMS/email messages regularly for tone and clarity.
If you need help setting up E-Signatures or tweaking your templates, just reach out through the Help icon in the top-right corner, we’re here to support you!