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Signature feature

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  • Sara

    Hi Melissa,

    If you want to share a document with someone who is not the client, you will need to add them as a contact to then complete the process of sharing. To share the document for signature:

    • Navigate to the client's Overview page
    • Click Share in the upper right corner

    Note: This feature won't be available for clients/contacts that haven't logged into their Client Portal yet.

    • Select the documents you want your client to sign under Your Signed Documents

    Note: The Your Signed Documents section will list the 6 documents that have been most recently signed and completed by the clinician. 

    • Click Continue to Review
    • Select Share & Send Now when you're ready to send the email and documents

    You can also share a document directly from its respective page. To do this: 

    • Navigate to the desired document from the client's Overview page
    • Click Share
    • Select the Contact
    • Click Continue to Email
    • Click Continue to Review
    • Select Share & Send Now when you're ready to send the email and documents

    Important: A document must be signed and locked before it can be sent. If a clinician is under supervision, their supervisor will also need to sign and lock the document before it can be sent to the client for e-signature. 

    The client or contact will be notified that a document has been shared with them through the Client Portal and will receive a link to sign in. When logged in, they'll see the document under the Needs to be completed section. Once the document has been signed, you can see the date it was signed in the Shared With Client box. After the client/contact signs the document, it will appear in your account with both of your signatures. 

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