E-Documents: access or add signature to a signed E-Document

Support Center > About SecureVideo Features

Published 06/30/2015 at 10:48pm UTC

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Details

E-Documents allow the patient to fill out a form while in the virtual waiting room, and electronically sign it. Users with an Account Administrator or Clinical Supervisor role can create/edit as many templates as needed, and delete templates as well. Common uses for these E-Documents include Statements of Understanding and intake forms.

 

As the session host, you will be notified by e-mail that you have received a document (the name of the document will be included in the email but not the name of the person that signed it), and can log in to access it. This support article illustrates how to access an E-Document that has been submitted to you.

 

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Answer

 

 

Access documents submitted to you

For a current meeting

1. Underneath the meeting panel is a "Session Documents" section. Any completed documents will appear with a "View" button to the right.

Example of a meeting panel, where there are 2 documents listed in the Session Documents section. One required pre-session not filled out yet, and 1 marked completed with an arrow pointing to the "View" button

 

2. Scroll to the bottom of the next page.

  • < Back: this will navigate back to the page you came from.
  • Add Your Signature: this will add an electronic signature displaying your username on the document. 
  • Download PDF: this will download a PDF copy of the document.

Signed document e-signature, with 3 buttons: < Back, Add Your Signature, Download PDF 

 

 

Documents submitted for all meetings

1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.

E-Documents is 6th in the drop-down menu

 

2. If you have received any documents, they will be listed on the next page. Use the "View" button next to the document you want to view. 

  • "Sent by": this is the name of your participant as you have entered it on your Dashboard.
  • "Name on E-Signature": this is the name provided by your participant on the form.

View button on the left-hand side

 

 

3. Scroll to the bottom of the next page.

  • < Back: this will navigate back to the page you came from.
  • Add Your Signature: this will add an electronic signature displaying your username on the document. 
  • Download PDF: this will download a PDF copy of the document.

Signed document e-signature, with 3 buttons: < Back, Add Your Signature, Download PDF 

 

 

 

Access documents submitted to another user on the account

This action requires the "Clinical Supervisor" role.

 

1. Click on the profile icon in the upper-right hand corner, and select "Account Users".

Account Users in the drop down menu

 

2. Click on the "E-Documents" button in the same row as the user whose documents you want to view.

E-Documents button to the left of user name

 

3. If this user has received any documents, they will be listed on the next page. Use the "View" button next to the document you want to view. 

  • "Sent by": this is the name of your participant as you have entered it on your Dashboard.
  • "Name on E-Signature": this is the name provided by your participant on the form.

View button on the left-hand side

 

 

3. If desired, you can use the "Download PDF" button at the bottom of the viewing page to generate a PDF version of the document.

Download PDF button 

 

 

Access documents submitted to another participant in the same video session

 

1. If you have access to view documents assigned to other participants in the session, you will see those documents and their statuses from your own waiting room page or dashboard. Click "View".

  • If there is no "View" button, that participant has not completed the document yet.  

Example of "Session Documents" section, where instead of a "Submit" button, there is a "View" button, to view a document submitted by another participant

 

 

2. Review the document, and then scroll to the bottom of the page and click "Add Your Signature" when ready. 

  • You can also click on "Download PDF" to download a PDF copy of the submitted document, before or after you add your signature.

Example electronic signature visible, above 3 buttons: "Back", "Add Your Signature", and "Download PDF".

 

This article was last reviewed by our Support team on April 15, 2019.