Ensure that the Assigned Tab is selected, click on Create Task.
Select Instant Digital Document
Department
Task Name - Email Subject Line & Document Name will be saved as.
Due Date - TIP: you can use reminders to remind the signer prior to the due date. Reminders are sent if the document is still unsigned past the due date.
Description - Email Body & Description Document will be saved as.
Upload your PDF - you can choose to copy the template format from a pre-made template. This will add in your fields & signers for you.
Add your Participants. Primary Signer is required. TIP: This would be the main signer of the document, typically the student!
Choose where you want to the document to be saved in.
Make it visible unless you do not want the student/staff to see the document in their table.
Auto Approve if you want the document to approve as soon as everyone has signed. If you leave these unchecked, it will show up in your Awaiting Approval Status
Tile for you to approve manually.
If you did not copy a template, you will then need to add in your fields to the PDF for the participants to sign/complete on the next page to send.