Requesting External Portal Users to Complete a SETWorks Form

Requesting External Portal Users to Complete a SETWorks Form

How can I send an External Portal User (Parent, Guardian, etc.) a SETWorks Form to Complete?

Administrators, Managers, Staff

Privileges

Settings > Provider Build > Maintain Privileges > Forms:
Is able to add additional form signatures.
Enable the ability to request form signatures via email.

Create the Form on the Consumer's Profile

  1. In order to send a form to an external portal user for completion, the form still needs to be created on the specific consumer's profile.
  2. Navigate to the consumer's profile.
  3. Open the Forms tab.
  4. Find the form in the Forms drop-down.
  5. Select + New Form
  6. Once the form opens click Save or Save Draft.












If applicable, you are able to partially complete the form and then send it to be completed by the external user. Or, send the entire form for completion.
If there are required fields on the form you will have to Save Draft in order to send it to the external user.

Sending a Form to the External Portal User for Completion

In this example, since this form has required fields and was saved as a draft, you are not able to add additional signature requests. Request via email will be your only option.
  1. On the forms index, select Request Signature/Completion.
  2. Select Request via email (if the form has required fields this will default in and be the only option).
  3. Either Select a Contact in the bottom drop-down or select Can't find the user/email?
  4. The Request completion checkbox is automatically selected since this form still has required fields.
  5. Click Create.
  6. The form has been sent to the External Portal User for completion.
  7. Once the form is completed and signed the requesting staff will receive a notification in their Message Center.
External Portal Users who already have an account and have been sent a request for signature or completion for this particular consumer before will appear in the Select a Contact drop-down. 
Also, the Consumer's Network/Contacts will appear in the Select a Contact drop-down as well, so long as they have an email.






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