By default the send for signatures feature is disabled because it is not included in the base price, so contact customer support to enable it. When an organization wants to use the feature the first thing they need to decide is if they want to use their own third party account or not. Currently the only third party supported is Foxit eSign. Not using their own third party account means every time a user clicks the Send button another $0.60 will be added to their next ChartCaddy invoice. We recommend not getting your own third party account initially until you are sure you find the send for signature feature useful. Using a third party account has the following advantages:

If you want to get your own Foxit eSign account the process is actually a little involved, so please contact ChartCaddy support to help you with the process. Unfortunately Foxit requires now requires you to have an "Enterprise" plan to enable API access, which is what is required for integration with ChartCaddy. An Enterprise plan is much more expensive than a Pro plan, so you should call and verify the price of an Enterprise plan before starting the process of getting your own account. You can call the sales number on the Foxit eSign pricing page to find out how much an enterprise plan costs. The easiest way to get your own account has two major steps.

First use a special link ( https://www.esigngenie.com/registration/?partner_id=BVR9KA ) to sign up for a "Foxit eSign Pro" account. A Pro account currently costs $300 a year for 500 signatures, which works out to a little over 40 signatures a month. Then you need to call in to upgrade your account to an Enterprise plan, and additional signatures per year can purchased from Foxit and the more signatures you buy the cheaper they are. The final step is that (usually) some test files have to be submitted, so when you sign up for the account use a password that you won't mind sharing with us. That way we can jump through a lot of the hoops for you, and then you can update your password when we are done.