Professional Counter-Sign for Completed Surveys
Step 2: Click on the survey you've created, and then go to Advanced Options. This section will provide you with additional choices and settings to customize your survey.
Survey Name - This feature allows you to edit the survey name.
Active - Checking this box signifies that the survey is still active and can still be used.
Available on Client Portal - Checking this box means that the clients can access and fill up the survey in the Client Portal.
Hide Scores - This feature lets you conceal the scores associated with the surveys for added discretion.
Requires Signature - Enabling this feature will allow you to auto-sign the survey.
Total Field - This feature lets you choose the specific field for the computation total.
Step 3: Check the box provided for the 'Requires Signature' the click Save Changes.
Step 4: After enabling the 'Requires Signature', the client can now answer the survey in the Client Page under the Survey tab. Once they've answered, the survey will appear in the Surveys to Review tab under the To-Do menu.
Step 5: For survey review, click Sign off located
on the left side of the survey to be reviewed. A pop-up box will show
the survey details then input your signature in the box below and
confirm the review by clicking Mark as Reviewed.
Step 6: Once you've marked the survey as reviewed, proceed to the Client Page and select the Survey tab. There, you can download it in PDF format by clicking the PDF button.
This is what it will look like once you download it:
Signature will be located at the bottom portion of the PDF file.
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