An eSignature can be requested from a client using the Request eSignature feature in CaseWorks. To request an eSignature, a client email will be required.
NOTE: If you do not have the eSignature feature available in your Edition of CaseWorks, please speak with your County Supervisor, or contact CaseWorks support.
First, you will need to generate the form in CaseWorks for which you are requesting an eSignature, via the APN (All Purpose Navigation).
- In All Purpose Navigation, search and select the correct client.
- Select Forms from the Dropdown
- Search and select the Form
- Click the Green Check Mark.
Next, a PDF document will open with Client and County information Auto Filled.
Documents that are generated in CaseWorks are defaulted to a “Flattened” Document State (see below) and must be changed to “Editable”.
The Form that you are requesting an eSignature must be: in Editable “Document State” and have a fillable Signature Field.
Add *Request to any field that you want to make a required text box for the client to complete during signing process.
Next, choose the DocBox that you wish to send the document to in CaseWorks. This can be changed by clicking the dropdown menu and choosing a DocBox.
Click Submit to submit this Form into CaseWorks.
You will see a progress bar and a message once the Form has been successfully posted to CaseWorks.
You will now see this document in the DocBox you chose from the Dropdown in the form.
Once this form has been generated and brought into CaseWorks using the Submit feature, you may now Request an E-Signature.