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Allows forms and signatures to be switched from one form supervisor to another.

  • To do a supervision switch, Go to Dashboard > Admin > Supervision switch.

Supervision switch


  • Click on the Add supervision switch link.

Supervision switch 1


  • Clicking on the add supervision switch will open up a field where you can switch the supervision. The supervision can be switched for all current Supervisees for that Supervisor or just one Supervisee. If the switch is needed for outstanding signature requests, click on the checkbox next to Switch exisiting signature requests as well. In the case that an agency does not wish for all forms to be switched over, the supervision switch section also allows for a user to choose what forms are switched over from one user to another.

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