Signing with a PIN (User and Role Signatures)

1. Enter PIN

This was setup when you created your account and can be changed in Settings > My Profile > Edit My Pin

2. Select "Sign"

• Related Articles

• Sign & Close

  How Do I Use the Sign & Close Feature to Sign My Activity Record? Administrators, All Users Sign and Close (sign & close) - Billable Group Activity Record This view allows users to sign from within the (Billable Group) Activity Record. This method ...

• Signing Activity Records v2.0

  How do I sign my activity record?  All Users, Direct Staff, Everyone You can sign a record from a few different areas within SETWorks. This article will show you 4 methods.  There are a several different ways to sign an activity record (AR) in ...

• 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 ...

• 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 ...

• 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 ...