Request a digital signature from anywhere within Synkwise
FAQ: I uploaded my own PDF that I want to request to have signed. How can I do that?
1. Access the Digital Signature Section
- Navigate to the Sign section in Synkwise.
- View all signed documents for a resident or any documents you have signed digitally.
2. Upload a Document for Signing
- Click on New Request at the top.
- Drag and drop the PDF file you need to sign.
- The system will process and prepare the file for signing.
3. Add Signature Fields
- If signing the document yourself, simply add your signature field.
- To request another person’s signature, click Add Recipient and enter their email.
- Drag the signature box to the appropriate location on the document.
- (Optional) Add a date field or a text field for additional input.
4. Set the File Location
- Choose where the signed document should be saved (e.g., DSHS folder).
- Click Complete Sign Request to finalize the process.
5. Signing Process for Recipients
- The recipient will receive an email with a Document Sign Request.
- They must click Review Document to begin signing.
- After accepting the request, they can type or draw their signature and confirm.
- The system will automatically date the signature.
- Click Sign and Finish to complete the process.
6. Verify and Access the Signed Document
- Once signed, the document may take a minute to finalize.
- Navigate to Documents > Selected Folder (e.g., DSHS) to find the signed PDF.
- Open the file to confirm all signatures and text fields are correctly filled.
7. Signing Documents from Facility Folders
- If you need to sign an existing document, go to Manage Facility > Documents.
- Select the folder, click the three dots next to the document, and choose Sign.
- This will take you directly to the Signature section, where you can follow the same steps.