Forms: E-Sign Student Forms

Charms offers a quick setup and easy way to use e-Signature Forms


Setting up Forms

To begin, you will set up a form just as you do today.

  1. Navigate to Communicate > Student Forms
  2. Enter your Form Name
  3. Link it to an uploaded handout if required
  4. Select any/all groups that you want the form collected from. Not selecting anything will require the form to be collected by ALL STUDENTS

OR

  1. Select any/all trips that you want the form collected from
  2. Select “Collect from chaperones’ if desired

  3. **NEW** If you would like to have students electronically sign forms, select “E-Signature required for collection”.                                                                                                                                            

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Students and Parents will be able to create an electronic signature in the Public Portal.  Forms that have been marked as e-signature required for collection will be displayed as such and once the student/parent has created an e-signature, they will be able to sign forms with that e-signature.

  1. Click the “Create Form Name” to create the form

Once a form has been electronically signed by a student/parent in the Public Portal, the form will be marked as collected in Charms.  You will still have the ability to collect forms on paper and manually mark them as collected in Charms as you do today.


Verifying forms collected

There are multiple ways you can see which forms have been collected and see who has signed them.

  1. Navigate to Communication > Student Forms > Collect by Form
  2. Select the form you wish to review from the Select Form drop-down.

  3. You will see a new message next to the student's name if the form has been electronically collected.                                                                                                                                                  

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  4. Click on the “Electronically Signed” Box and a new window will open showing you the name of the form, who has signed the form, and the date that they signed the form.                                                

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How users create an e-signature in the Public Portal

  1. Once a student/parent has logged into the Public Portal, they will need to navigate to their profile page by clicking the Update Information icon                                                                                        

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  2. Both Students and Parents will be able to create their own eSignature

    1. For Students click the “Create eSignature button on the student details                                          

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OR

  1. Navigate to Communication > Student Form > Collect by Student
  2. Choose the student you wish to review from the drop-down in the upper right-hand corner.

  3. You will see all collected forms at the top of the page under Forms Turned In. If a form has been electronically signed, you will see a new message for “Electronically Signed” forms                                

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  4. Click on the “Electronically Signed” Box and a new window will open showing you the name of the form, who has signed the form and the date that they signed the form.                                                

    mceclip7.png


How users create an e-signature in the Public Portal

  1. Once a student/parent has logged into the Public Portal, they will need to navigate to their profile page by clicking the Update Information icon                                                                                          

    mceclip8.png

  2. Both Students and Parents will be able to create their own eSignature

    1. For Students click the “Create eSignature button on the student details                                            

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    2. A new window will open allowing the student to create their e-Signature                                            

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    3. The student can then sign in the box and if they are satisfied with their signature, click Submit Signature and the signature will be saved and ready to use
    4. If the student doesn’t like the signature, they may click “Clear Signature” and the canvas will be cleared and they may try again.

    5. **NOTE** An e-signature cannot be saved as a blank canvas.                                                              

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  3. Parents may also create their own e-Signatures in the same manner.

    1. Select the parent’s name on the student detail                                                                                    

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    2. The parent’s information will be displayed now
    3. Click the Create e-Signature button
    4. A new window will open allowing the parent to create their e-Signature
    5. The parent can then sign in the box and if they are satisfied with their signature, click Submit Signature and the signature will be saved and ready to use
    6. If the parent doesn’t like the signature, they may click “Clear Signature” and the canvas will be cleared and they may try again.
    7. **NOTE** An e-signature cannot be saved as a blank canvas.
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