Overview

The capability for students and parents to be able to e-sign or "paper sign" documents generated from Student Experience is configured within Regent Award in Institution Setup and Campus Setup. Signature requirements for individual documents are selected within Regent Award in Document Setup. 

Student Signature Process

Once a Smart Form has been completed, or a non-Smart Form document has been uploaded, if the document is configured to require a signature, the student must either "paper sign" or e-sign the document.  The following sections will walk through the Student Signature process.  

Step 1, Signature Options

Students will be presented with the Signature Process Step 1 which is the option to either e-Sign the document (presented first) or "Choose another option" which will allow the student to Paper Sign the document:

1. The name of this step is "Step 1: Signature Options"

2. The opening paragraph text for a student is:

   • Great work! You’ve completed all the required steps for the [Document Name]. Now it's time to review the [Document Name], sign the form and submit the form for processing. Please select one of the signature options below to sign and submit the [Document Name].

     • Select the Electronically Sign Forms option for the fastest option for processing financial aid forms. You will have the option to review all information prior to submitting it. You will also be able to print copies of all forms signed electronically. If you want to sign your form with an electronic signature, please select this option below.

     • Selecting Or choose another option is not an electronic signature option and requires that you print your completed forms, review them for accuracy, and then provide a wet signature and upload your forms. This process is manual and may result in delays in processing your financial aid forms and receiving your financial aid funds. If you do not want to electronically sign your forms, please select this option below.

3. The user will be presented with the following e-Sign and Paper Sign button options and help text. E-Sign should be selected by default.

   • Electronically Sign Form

   • Or choose another option

4. Selecting "E-sign" directs the user to e-Sign Step 2.

5. Selecting "Or choose another option" directs the user to Paper Sign Step 2. 

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Note: When a student's or parent's name is entered in Student Experience, the validation allows for all upper case letters, all lower case letters, or mixed upper and lower case letters (i.e. it is not case sensitive).

Step 2, Preview My Forms or Download Forms to Sign

Step 3, Consent & Disclosures or Confirmation of Signatures on the Attachment

Parent Signature Process

If the document requires a parent signature in Document Setup, students must request a parent signature by clicking on the 'Request Parent Signature' button for the document in the portal. Parents will receive an email notification to create an account.  Once the parent has created a Parent Portal account, they will be able to view, edit (as appropriate) and sign the document. The parent must either paper sign or e-sign the document. If the parent email does not match the student portal account, the link will take the parent back to the Parents Account Creation screen. The following sections outline the Parent Signature process.  

Step 1, Signature Options

Parents will be presented with the Signature Process Step 1 which is the option to either e-Sign the document (presented first) or "Choose another option" which will allow the student to Paper Sign the document:

1. The name of this step is "Step 1: Signature Options"

2. The opening paragraph text for a parent is:

   • You have been selected by [Student First Name and Last Name] to sign the [Document Name]. You will be required to review the [Document Name], sign the form and submit the form for processing. Please select one of the signature options below to sign and submit the [Document Name].
     
     

     • Select the Electronically Sign Forms option for the fastest option for processing financial aid forms. You will have the option to review all information prior to submitting it. You will also be able to print copies of all forms signed electronically. If you want to sign your form with an electronic signature, please select this option below.

     • Selecting Or choose another option is not an electronic signature option and requires that you print your completed forms, review them for accuracy, and then provide a wet signature and upload your forms. This process is manual and may result in delays in processing your financial aid forms and receiving your financial aid funds. If you do not want to electronically sign your forms, please select this option below.

3. The user will be presented with the following e-Sign and Paper Sign button options and help text. E-Sign should be selected by default.

   • Electronically Sign Form

   • Or choose another option

4. Selecting "E-sign" directs the user to e-Sign Step 2.

5. Selecting "Or choose another option" directs the user to Paper Sign Step 2. 

Open

Note:  When a student's or parent's name is entered in Student Experience, the validation allows for all upper case letters, all lower case letters, or mixed upper and lower case letters (i.e. it is not case sensitive).

Step 2, Preview My Forms or Download Forms to Sign

Step 3, Consent & Disclosures

Students and parents will be presented with the Signature Process Step 3 which is the Consent and Disclosures which will validate the electronic signature and successfully complete the electronic signature for the document:

1. The name of this step is "Step 3: Consent & Disclosures"

2. The instructional text displays as follows:

   • You have elected to electronically sign the Verification Worksheet.  Please note that your electronic signature is still valid if errors exist on your form.  If you need to make corrections to the form before singing, please go to the appropriate section on the left navigation bar and make your changes.  If you need to make corrections to your form after you electronically sign, please contact the Financial Aid Office.

   • Please provide the information below to complete the electronic signature process.  Your information must match exactly with what we have on file for your account, including any special characters that were used.

3. The user will be presented with the configurable options to validate their signature.

   • First Name (First Name used during the account creation process)

     • : Enter your first name as you entered it when you created your account (may have been either full name or just first initial).

   • Last Name (Last Name used during the account creation process)

     • : Enter the last name used when you created your account.

   • School ID

     • : Enter the Student ID assigned by the school for the student that invited the parent.

   • Password

     • 

       : Enter the password used when you created your account.

   • Or choose another option

4. Required Disclosures link directs the user to the Required Disclosure page.

5. Minimum Electronic Signature Hardware & Software Requirements link directs the user to the Minimum Electronic Signature Hardware & Software Requirements page.