Mass e-signature requests

How do I send an e-signature request to more than one person & for more than one form at the same time?


#1. Select one or more form(s)

➡️ Teachers can select different forms & multiple students. 

Example of selecting more than one student and form type (e.g. WEA and OYAP forms):

#2. Select the mass email icon at the top of your screen 

#3. Select the signature type from the drop-down

➡️Teachers might not see certain signature types (e.g. parent/guardian signature) because the selected form does not have that signature type.
e.g. If a form does not have a Parent/guardian e-signature, then Parent/Guardian Signature will not show up as an option in the drop-down.

#4. Make your selection: select student(s) by form type and click

➡️
 Teachers have the option to add a message. This message will apply to all selected students and forms.

➡️ You will be asked to confirm your selection one more time (Are you sure you want to send these signature requests?). Click Send again.

Can I send an e-signature request for more than one form?

Yes.

Can I send an e-signature request for more than one student?

Yes.

Can I send an e-signature request to more than one employer? More than one parent/guardian?

Yes.

Can I send an e-signature request to employers & parents/guardians at the same time?

No, not for mass e-signature requests. Teachers can only pick one signature type at a time (e.g. employer e-signature request). Teachers can send multiple parent/guardians e-signature requests (for multiple students) at the same time; the same is true for employer e-signature requests.

➡️ However, within an individual form, teachers can send e-signature requests to the parent/guardians, employer and student at the same time (FAQ).

Are the requests for each form combined into one email or sent separately?

When using the mass e-signature feature, e-signature requests for multiple forms are combined into one email.

For example, if teachers send an employer a request to sign 2 different forms, then both forms will appear in one email.

How do teachers know if an e-signature request has been sent?

A Request Already Sent section will appear:

Why do I need to select a section for certain forms?

If more than one of the same signature type exists on a form, then those signature requests must be sent separately (i.e. 2 different parent/guardian signatures on the same form).

I selected a student’s form but the Parent/Employer Signature request does not show up.

It’s possible that the form has already been signed. If that’s the case, then the request to sign will no longer appear. For example, if a parent/guardian e-signature request is selected but the parent has already signed the form, then the request to sign will no longer appear.

 >  

What if an email address is missing?

If an email address is missing, then teachers have the option to Edit and add an email address.

  • For parents/guardians, the email address pulls from the form or the Contact section.
  • For employers, the email address pulls from the selected employer in the form.

Forms FAQ Guide

Need some help navigating our Form software? You’ve come to the right place.

General
•    How do I access the Forms (document generation) software?

Employer/Organization
•   How do Employers and Parents/Guardians provide e-signatures?
•   How do I create employer specific expectations for the SCELP form?
•   Tips for Searching Employers 
•   How do I add contacts to an employer profile?
•   How do I add an employer or edit an existing employer?
•   How do I add positions to an employer profile?
•   How do I add employer expectations?

 

Webinar Schedule

We host live webinars where we walk you through our software (from start to finish), and answer any questions that you may have.

Co-op Hour & Activity Tracking
Tuesdays @ 12:00pm
Wednesdays @ 10:00am

Form & Learning Plan Generator
Wednesdays @ 12:30pm
Thursdays @ 1:00pm

Volunteer Hour & Activity Tracking
Thursdays @ 11:30am

*All times are in EST.

If you are interested in attending, then email us at info[at]charityrepublic.com with the time slot(s) that you are available. Then, we will happily share the webinar details with you.

OYAP: How to Export / Print Forms, Letters, Certificates and Cards

Export and print OYAP forms for one student 

After creating an OYAP form for a student, click the Export button in the
top-right corner of the form. You can choose to export the following OYAP forms:

  • OYAP Participant Application Form, sections 1 & 2 (“Form PDF”)
    The OYAP card appears on page 4 of this document.
  • OYAP Letter
  • OYAP Certificate
    This OYAP certificate is meant to be printed on the Ministry's OYAP paper template that is used for certificates

Export and print OYAP forms for multiple students

  1.  In the main Form section, under Recent Forms, (i) select the OYAP Form under the Recent Forms section and then, (ii) select the student forms that you wish to export
  2. Click on the Export Forms icon. You can choose to export the Form PDF, OYAP Certificate or the OYAP Letter. Once exported, the forms are collated into one PDF document that teachers can download or print.

How do I join a webinar?

If you would like to join one of our webinars and learn more about the webinar software we use, please follow these steps:

A. How do I sign up for a webinar?

1. Click here to view our webinar schedule.

2. To join a webinar, please email us and share the following details:
= The date and time that you are available
– The software that you would like a demo of:

Placement / Co-op Tracking
Form Developent (e.g. Work Education Agreements)
Volunteer Hour & Activity Tracking
Faith-Based Hour & Activity Tracking
Extracurricular Hour & Activity Tracking
Certification Tracking
Employer Database

NOTE: Our webinars are live and run for approximately 30 minutes. We answer all of your questions and help you get set up with Hour Republic.

B. In which format are the webinar details shared?

Once we have scheduled you for a webinar, you will receive an email prior to the webinar with of all of the relevant details. For example, the email will appear as follows:

Please join my meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/123456

You can also dial in using your phone.
Canada: +1 (647) 555-5555

Access Code: 123-123-123

New to GoToMeeting? Get the app now and be ready when your first meeting starts:
https://global.gotomeeting.com/install/123456

C. How do I join the webinar?

1. Click on the “Please join my meeting” link

2. When you click on the link, you will get the option to:
(i)  Click Join on the Web button to run the software in your current web-browser (does not require downloading GoToMeeting)
OR
(ii)  Click Download the App (this step is not required)

3. Once you click one of these options, you will be taken to a page where you can turn your microphone and camera on or off by toggling the corresponding icon. You are not currently in the webinar so you can take your time setting this up.

4. Once you’re content with the settings (tips below), click the  button to join the webinar.

SETTING TIPS

You can also change your username by clicking the  icon next to your name

If you’re not sure your microphone is working, you can click the  icon in the top right corner to open up the Settings.

Once you’re on the Settings page, you can test your microphone and the speakers by toggling the icons next to the appropriate field. You can also opt to call-in by clicking on the Phone tab.

Ready to leave the call? Click the Leave Meeting button at the bottom of your screen.

ICON GUIDE

10. During the webinar, there will be a series of icons in the top right that you can access. The icons are as follows:


Lets you know how many people are in the meeting as well as their usernames.


If your microphone is turned off or if your audio is not working, then the Chat
feature is a great way for you to type any questions you have to the presenter.


If there are any issues with the sound quality of the presenter or your
microphone, then check the Settings to fix any audio problems.


Would you like to discuss your experience with GoToMeeting? Or perhaps change to Fullscreen mode? Have audio issues that can’t be fixed in the Settings? If any of these questions apply to you, then click on the Miscellaneous icon.