What is covered in this article?
- Overview
- The Counter-Sign Field
- How to Publish a Form to Enable Signature Routing
- What Happens When I Cannot Save the Form?
- Managing the Counter-Sign Field
- Important Notes
Overview
To enable signature routing on an apply form, the form must be republished. When a form is republished, a new field is automatically added which allows schools to capture whether a contact should be requested to counter-sign the form. This field will appear on all newly submitted forms going forward.
The Counter-Sign Field
When a form is republished, a new field — Should this person be contacted to counter-sign this form? — is added to the form under the Parent/Guardian contact details section. This field is defaulted to visible on the form.
This field determines whether a given contact will be included in the signature routing process. When set to yes, the contact will receive a signature request when the form is submitted, and the application will enter a Pending Signatures status until they have signed. This allows schools to control on a per-contact basis who is required to counter-sign each application.
How to Publish a Form to Enable Signature Routing
- Go to Admin > Forms.
- Locate and select the desired form.
- Click Republish to publish the updated version of the form.
Once republished, the counter-sign field will be available on all newly submitted forms.
Note: If the Signature Stepper is enabled and the form has been published, a Signature icon will be displayed next to the Status Icon.
What Happens When I Cannot Save the Form?
Under certain circumstances you may not be able to save the form. This happens when:
- The signature stepper is not on the form and the "Should this person be contacted" field is still enabled. if so, it must be enabled.
- Got to Parent/Guardian> Contact Details> Primary Information
- Click the eye icon to disable "Should this person be contacted" field to be visible on the form
- Likewise if the signature stepper is enabled, then this same field must be visible
Managing the Counter-Sign Field
The counter-sign field can be reviewed and managed via the form's field settings. To access this:
- Go to Admin > Forms.
- Select the relevant form and click Edit.
- Click Manage Fields.
- Navigate to Parent/Guardian > Contact Details > Primary Information.
- Locate the "Should this person be contacted to counter-sign this form?" field.
From here you can review the field's visibility settings and adjust as required.
Important Notes
Republishing a form will not affect any applications that are already in progress or in a Pending Signatures status — those forms will continue to behave as they did at the time of submission. The counter-sign field will only appear on forms submitted after the republish has taken place.
Schools should ensure they are ready to manage signature routing before republishing, as all newly submitted forms will include the counter-sign field by default.