updating a document signing field to allow wet-signatures

TABLE OF CONTENTS

• Step 1: Update field to allow uploads
• Step 2: Ready for Signatures - Steps for Staff and Reporters
• Step 3: Delete the Incomplete Document, Upload the Fully Executed Document

This article covers the steps for updating your document signing fields to allow for both digital and wet-signatures. 

You might have a document signing scenario that requires "wet-signatures" from folks without America Learns accounts. 

For example: Your program requires that reporters under the age of 18 get permission from a guardian via a wet-signature to serve. 

Or, perhaps you have some folks who sign your document digitally and others will sign manually. 

In both of these scenarios you will need the option to upload documents to the same field that will hold your fully executed, digitally signed documents. 

America Learns has the necessary functionality to support you when this circumstance arises. Here are the steps. 

If you need the steps for creating a NEW document signing field that allows for wet-signatures, check out this article. 

Step 1: Update field to allow uploads

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. Use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Find the field you want to update and click it.
   
   
5. Scroll to the section called Allow Staff to Upload Signed Documents to this Field select "Yes". 
   
   
6. Click Update.

Step 2: Ready for Signatures - Steps for Staff and Reporters

Next, all of the folks with America Learns accounts will sign the document in your selected order.

When the document has all of the signatures that can be completed from within the system, either you or your reporter will download the document in preparation for your "wet-signatures".

Steps for staff to download the document: 

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. Find and click the name of the relevant reporter. This will open their profile.
   
   
4. Open the panel with the document that needs a "wet-signature".
   
   
5. Click the document link and download the file to your device.
   
   
6. Send the document to the relevant folks for "wet-signatures".

Steps for reporters to download the document: 

1. On the left, in your space, click View and Update My Profile.
   
   
2. Open the panel with the document that needs a "wet-signature".
   
   
3. Click the document link and download the file to your device.
   
   
4. Send the document to the relevant folks for "wet-signatures".
   

Step 3: Delete the Incomplete Document, Upload the Fully Executed Document

Once you have received a copy of the fully executed document (all parties have signed the document with both digital and wet-signatures) you are ready for the last step. 

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. Find and click the name of the relevant reporter. This will open their profile.
   
   
4. Open the panel with the incomplete document. Use the Edit button to access the document for deletion.
   
   
5. Delete the document click the red X.
   
6. Once the red X is clicked you'll see a note reminding you that a copy of the document will still be available on the signNow portal.
   
   If you wish to cancel this operation and not delete the document, click the Don't Delete link.
   
   To proceed with deleting the document, click Update.
   
   
7. Now you will see a link that will allow you to upload the fully executed document. Click Upload a signed document and follow the steps to locate the document on click Save to finish the process.
   

• Delete the Incomplete Document, Upload the Fully Executed Document