If you are required to sign a form and unsure how to do so, please follow the instructions outlined in this support article. 

When can a provider or coordinator sign a form?

As a provider/coordinator, you can sign a form when it has "Requires a staff signature" setting enabled. A form can requires only your signature or both your signature and the client's signature.

Your signature can be added as you fill out the form. If the form has been filled out by someone else, you will notified via email to add your signature to the form.

How to add your signature?

1. While filling out the form

Navigate to the form manually either in the Appointment list or Roster contact. Click on the "View" or "Sign" button to add responses to the form and/or your signature.

Through this section of the form, you should be able to tell if you can add responses to the form or not and whether you should sign the form or not. 

Please note that if the form doesn't have a response, you will need to add the response in order to submit your signature. Otherwise, you will need to wait until the form has a response to submit only your signature. 

In order submit your signature, click on the "Add signature" button on the bottom of the form

You can add your professional title and registration number if applicable. Hit "Add signature" button and your signature is added!

2. Via the email notification

You will receive a notification indicating that your signature is required. Click on the "Review form" button to be brought to the form where you can add your signature. 

Once you are brought to the form, you can review the answers before adding your signature.

Click on the "Add signature" button at the bottom of the form to sign. 

You can add your professional title and registration number if applicable. Hit "Add signature" button and your signature is added!

If you have any further question, do not hesitate to reach out to our Technical Support team!