1. Training Academy
  2. Digital Signature (Plus)

Using Digital Signatures for Any Document

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.


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