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.
Related Articles
Requesting External User Signatures: Configuration and Setup
Allowing Users to Request Form Signatures from External Users Administrators This article will explain how to enable internal users (staff) to request external users sign forms via email. Terminology can be modified within SETWorks to better fit the ...Deleting Form Signatures
How to: Delete a Signature Administrators This Support Article will show you how to enable a User to delete Signature Requests from an Activity Record. Terminology can be modified within these Programs per Version. If the terminology in our articles ...About Forms
What are Forms in SETWorks? Administrators, Managers Forms are used just as paper-forms - fill out the required information to submit to a funder/stakeholder, etc. Forms allow you to pull in data from other places in SETWorks in order to be efficient ...Unable to Sign Using Sign & Close - Role For Signature Required
I'm Trying to Sign a Billable Group Activity Record Using Sign & Close, But It's Not Working All Users The Sign & Close feature on Group activity records allows managers and administrators to sign as any role that has been configured to sign for that ...Customizing Signing Configurations within the Form Signature Utility
How Do I Configure Signatures on Forms? Administrators The default signature options shown on a form can be customized to each individual form. Read the following article to learn more. Terminology can be modified within SETWorks to better fit the ...