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:
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 ...
How to sign a form electronically using SETWorks Welcome to SETWorks! Watch the video below for a step by step guide on how to set up your SETWorks account and sign forms. https://youtu.be/6OktDj-DgcA For a written explanation of this process, ...
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 ...
How to sign a form electronically using SETWorks Welcome to SETWorks! As an external user you have been given access to sign a form electronically. You will receive an email invitation to join SETWorks. Note: Email delivery times can vary depending ...
I tried to sign a form but received a message that said "signing failed". What do I need to do to sign the form? All users, external users The signing failed message appears when you select sign before completing all required fields. Check to make ...