Forms and signatures

Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. Filling in a form for a client or caregiver Start a form from a person's Forms tab, fill it in over time or walk through it with them, and submit it. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Emailing a copy and printing a form Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail. Who can use a form, and My Forms Let caregivers and other staff fill in, view or acknowledge a form, and see what they must read on My Forms.