Digital Signature Settings
Go to Administration > Configuration > Digital Signature Settings tab.
The Digital Signature Settings page allows administrators to configure the functionality for managing digital signatures within the system. These settings ensure that documents requiring signatures are handled efficiently and securely.
Key Options and Their Functions
Digital Signature Enabled
Enables or disables the digital signature functionality for the selected organization or jurisdiction.
Values:
Yes– Activates digital signature features.No– Disables digital signature features.
Document Delivery Options
Send a completion email with the document link: If selected, it sends an email with the document link upon completion.
Send attachments in the completion email: If selected, it will include document attachments in the email.
Send an email with the ‘Certificate of Completion’: If selected, it sends an additional certificate file along with the document.
Default Routing Order
Send to all signers at the same time.
Send to staff first. Then to the non-staff.
PDF Creation Options
One PDF with all signers’ responses
Separate PDF for each non-staffer when responses differ.
If you choose to create separate PDF files, the system will create a PDF for each non-staff signer if there is a difference in the signers' responses. The system will create one PDF file if all non-staff responses are identical. PDFs will include all staff signatures.
Staff Email Address Field
Specifies the email address field to be used for notifications.
System Settings
Checkbox Field Title | Outcome if selected |
|---|---|
Notify Staff When a Signed Document is Modified | Sends notifications when signed documents are altered. |
Notify Staff When a Parent/Guardian Submits Signature | Sends a notification to the staff when either parent signs the document. |
Allow Signature Acceptance in Review Documents | Allows users to sign documents in a draft or review status. |
Disable "Sign Now" Mode | Restricts the “Sign Now” mode for all the documents. |
Omit Document/Signer Unique IDs From PDFs | Hides the Unique ID of the signer from the PDF document. |
Disable Reason for Accept Signatures | Does not ask for any reason for “Accepting Signature” for any of the documents. |
Signer Help Contact Email Address
Email-based signers will see this contact email address on each signing request (for asking questions and getting assistance).
Digital Signature Ready Document Templates
This section lists templates that are eligible for digital signatures.
The allowed list of templates is categorized under five major headers.
Eligibility / Reevaluation
Notice of Evaluation
Notice of Reevaluation
English Learners (EL)
Parent Opt In Letter
Parent Refusal Letter
IEP
Individualized Education Program (IEP)
Notice of Case Conference
Notice of Initial Proposed IEP
Written Consent to Bill Medicaid
Other
Parent Consent to Receive Electronic Documents
Service Plan
Section 504
Section 504 - Auth for Release/Exchange Info
Section 504 - Eligibility
Section 504 - Manifestation Determination Review
Section 504 - Meeting Notice and Invitation
Section 504 - Plan
Section 504 - Written Notice/Consent
You can enable/disable usage of Disable Digital Signature for Staff Users.
If the checkbox against a specific document template is disabled, it restricts administrators from signing that specific document.
Example Use Case
When configuring digital signatures for Parkland, PA:
Enable digital signatures by selecting "Yes."
Customize document delivery options to include certificates of completion.
Configure routing order to match the workflow (e.g., "Send to all signers at the same time").
Enable the “Allow Signature Acceptance in Review Documents” checkbox to allow flexibility during the review process.
Select applicable templates under “Digital Signature Ready Document Templates.”