Form Signatures
Requesting External User Signatures: How to create an account as an external user (video)
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, ...
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 ...
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 ...
External User: How to sign a form electronically
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 ...
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 ...
Signing with a Mouse or Tablet or Touchscreen
1. Click "Sign" 2. Draw your mark/signature on the canvas that appears 3. For guest signatures, type in the name of the person. (This is not necessary for consumers/clients because the name is already known.) 4. Add Note if necessary 5. Click “Sign” ...