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Remote Electronic Parent Signatures




Support > Online Guides > User Guide > Remote Electronic Parent Signatures

To help teams stay connected while working remotely, we are extending this premium feature of SameGoal Plus to all customers through June 30, 2020.

Documents may be shared with parents/guardians for remote viewing and electronic signature. Some examples of when this may be useful include:

  • Obtaining faster parent signature turnaround on documents which do not require meetings (eg prior written notices, parent consent, etc).
  • Sharing documents electronically during remotely held meetings (eg over telephone or video). All collaborative team edits are shown in real-time for parents to easily follow along.
  • Capturing parent signatures electronically on all related documentation after a meeting has been held.

How It Works link

When a document is shared with a parent:

  • The parent receives an email. This email contains a link to the document shared with them. The newly added parent is also reflected as part of the Collaborative Team on the document Share tab.
    • NOTE: If a parent has not received the email, please advise them to check their Spam folder.
  • Parent permission. Parents may view documents whether or not they are complete. However, in order to sign a document, the document must be marked incomplete.
    • Parents see all fields as read-only, except those related to parent signature, even when a document is incomplete. Leaving a document incomplete after a meeting will not allow a parent to make non-parent signature related changes.
    • This editing model is intentionally consistent with how the application works for logged in educators, who can also only apply signatures while a document is incomplete.
    • If a document is marked complete at the point it is shared with a parent, Can View permission is applied rather than Can View & Sign. This is reflected in the Collaborative Team on the document Share tab.
  • Parent permission changes. Parent permission changes when document status changes.
    • Document marked complete. When an incomplete document is marked complete, all existing parent access is automatically demoted from Can View & Sign to Can View. This is reflected in the Collaborative Team on the document Share tab.
    • Document re-marked incomplete. When a completed document is re-marked incomplete due to a correction or amendment, parent access intentionally remains Can View such that parents do not apply signatures to a document change that is not yet ready. If a document must be re-signed (eg an amendment is made), parent access must be explicitly re-promoted from Can View to Can View & Sign on the Share tab once the document is again ready for signature.
  • Parent abilities. Parents who have had a document shared with them are able to:
    • View the document.
    • Edit/sign ONLY areas related to parent signature.
    • See all edits in real-time by members of the collaborative team. As edits are made, the parent viewer screen automatically scrolls to the most recent field a staff member has clicked in, making it easy to follow allow during remote meetings.
    • See all other collaborators currently viewing the document in the top right of the screen (the same as a logged in user).
    • Chat with any collaborator currently viewing the document and signed into chat by clicking the collaborator "name card" in the top right.
    • For more information about parent abilities, see Parent/Guardian Guidance - View and Sign Electronically. This support page is linked to from the email sent to parents when a document is shared.

Remote Electronic Signatures for Parents/Guardians Only link

This feature should only be used to share documents with parents/guardians for the purposes of viewing and signing. The following is not supported:

  • Capturing electronic signatures from other district staff (eg general education teachers). These individuals should instead be added as regular users to SameGoal.
  • Capturing parent input in fields unrelated to electronic signatures.
  • Capturing input from non-district related individuals (eg student's doctor).

directions_walk STEPS

To share a document with a parent to view and sign:

  1. Visit the document you wish to share with a parent. Click the Share tab.
  2. Click the Share with Parent/Guardian button under Add Collaborator.
  3. Enter the required fields:
    • First name: Parent/guardian first name
    • Last name: Parent/guardian last name
    • Email: Parent/guardian email address
  4. Click the Send button. The parent will be emailed document access and added to the Collaborative Team on the Share tab.


To re-share a document with a parent for signing (Use Case: When an incomplete document is marked complete, all existing parent access is automatically demoted from Can View & Sign to Can View):

  1. Visit the document. Click the Share tab.
  2. Find the parent in the Collaborative Team. Change the parent's permission from Can View to Can View & Sign. The parent will be re-emailed Can View & Sign document access.


To remove a parent from a document:

  1. Visit the document. Click the Share tab.
  2. Find the parent in the Collaborative Team. Change the permission dropdown to Remove and click the Save button.


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