Adding a Signature Request
Click “Add Signature” button
Select signature request type (e.g. User, Role, Guest, Request by email)
Select specific person/role (if applicable)
Click “Create” button
User - select a specific staff person by name who needs to sign the form. They will typically enter a PIN to sign.
Role - select any role and any staff person with that role will be able to sign the form. They will typically enter a PIN to sign.
Request via email - send an email request to a (typically external) user who needs to sign the form. They will be asked to create a login and from there they can review the form and sign it via a digital signature box (can use a mouse or touchscreen to sign).
Guest - open a digital signature box where the person can sign right there from your device.
The first two (user and role) are only used with staff, the second two (email and guest) are usually utilized with external users, such as clients, parents, or guardians.
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