Assigned documents in Healthy Roster can fall into two categories: PDF-backed or Form Builder-built. While it’s not your responsibility as a user to know which type you’re working with, it’s helpful to understand the key distinctions, as these can affect actions like signing a document. Here's what you need to know:

PDF-Backed Documents (On the left):

• These documents are based on a static PDF template.
• They allow for features like sending the document out for signature requests or collecting multiple signatures from different parties.

Form Builder Documents (On the right):

• These forms are created within our system’s Form Builder.
• Signatures on these documents must be completed and submitted by the user currently logged into the site.

Video Tutorial:

Step-By-Step Tutorials:

Signing A PDF Backed Document:

1.  Complete the form as appropriate and select OK

2.  Update the document details as necessary and select OK

3.  A modal box will now populate to sign your document. Input your Name, Singing Roll, and your signature

4. Select I agree to advance
5. Select “sign as” to insert your signature.

Sending PDF Backed Document For Signature:

1.  If your document requires an additional signature, you can request a signature via Email. 

2.  Input the Signer Name, Email Address, and select their Roll

2.  Select OK to send an email request to the above recipient, your document will now be placed in “Awaiting Signature” 

Completing Signature Request:

1.  Open the Signature Request email

2. Copy the authorization code

3. Select View Document

4. Input the code

5. Select Submit

6.  Review your name, roll and signature. Select I agree to consent to signing electronically

7.  Select “Sign Here” to insert your signature

8.  Once all signatures are complete select Done Signing 

Signing PDF Backed Document - App::

1.  Complete the document as necessary
2. Select Submit

3.  Select to “Sign As” where you need to input your signature 

4.  Input your Name, signature and select I agree

5. Request additional signatures as necessary - request via email

6. Input their name, email and select send signature request.

Signing Form Builder Form:

1.  Complete the document as necessary
2.  When presented with a signature box, the user will simply sign their name

3. If additional signees are needed, all signatures will need to be completed prior to submitting the document. 

4. Select OK to submit the document

Signing Form Builder Form - App:

1. Complete the document as necessary
2.  When presented with a signature box, the user will simply sign their name

3. If additional signees are needed, all signatures will need to be completed prior to submitting the document. 

4. Select Submit