Requesting External User Signatures: Start Here
How To Request Form Signatures from External Users
Administrators
This article will explain everything you need to know about sending a request to an external user to sign forms.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
About
External Users are allowed to use SETWorks to sign forms. An External User can be anyone that doesn't already have a SETWorks account. Some examples include:
Parents
Guardians
Service Coordinators
Links
For information on how to set up and configure this feature, please review the following article:
For information on what it looks like from the perspective of the external user, please review these articles:
How To
Follow three easy steps to request a signature via email:
1. Create a new signature slot.
2. Select "Request via email."
3. Enter the email address.
Watch - Creating a Signature Request for an External User
Please watch the following video for a demonstration on how to create a signature request: