System Configuration

In FLEX, click to Menu – Setup – System and choose ‘PC Settings’. Once there, choose ‘eSignature Pad Configuration’.

Press Get devices. Your device should appear in the list as ‘Device 1’. Press Use Selected.

The Device Information should auto-populate. Press Open Connection.

Once the connection has been opened you then need to restart Flex.

Branch Configuration

In FLEX, click to Menu – Setup – Branch. Press update and go to tab ‘Integration’. 

Tick Active, then enter your Org. Code, Username, Password and PSK (Pre-Shared Key) which PCSE have given you. Choose the eSignature Method you wish to use using the radio buttons. You can change this on a claim by claim basis in FLEX if required.

In the “Data” tab, check your Contractor Name. The Contractor can now sign digitally – this signature will not have to be re-entered. This is shown below. Click on  to add this.

Now continue to Signing for the day