Requesting Signatures on a Plan

When a plan template includes an electronic signature field, you can send signature requests directly from the plan editor. Recipients receive a secure link via email and can sign from any device — no Junipa account required.

Opening the Signature Request Form

1. Open the student's plan in the Plan Editor.
2. Scroll to the Electronic Signature field (e.g. "Parent/Guardian Consent").
3. The field shows the current status:
   • Not Requested — no signature has been requested yet
   • Pending / Awaiting Signature — a request has been sent but not yet signed
   • Signed — the signature has been collected
4. Click Request Signature to open the request form.

Choosing a Recipient

You have two options: select an existing contact already linked to the student, or add a new person.

Option 1: Existing Student Contact

Use this when the person you need a signature from is already recorded as a contact for the student (e.g. a parent or guardian added during enrolment).

1. Select the Existing Contact tab.
2. A list of the student's current contacts appears, showing:
   • Contact name
   • Contact type (Guardian, Medical Professional, etc.)
   • Email address
3. Click on the contact to select them.
4. Their name, email, and relationship are automatically filled in.

tip

Student contacts are managed in Administration > Students > [Student Name] > Contacts. If a guardian's email address is missing, update it there first.

Option 2: New Person (Not in Junipa)

Use this when the signer is someone not yet linked to the student — for example, an external medical professional, a specialist, or a new guardian.

1. Select the New Person tab.
2. Fill in the required fields:

Field	Required	Description
First Name	Yes	The person's first name
Last Name	Yes	The person's last name
Contact Type	Yes	Their role — see table below
Email Address	Yes (for email delivery)	Where the signing link will be sent
Phone Number	No	Optional contact number

3. Add to student record — tick this checkbox to save the new person as a permanent contact for the student. This means you won't have to re-enter their details next time.

Contact Types

Type	When to Use
Guardian	Parent or legal guardian
Out-of-home Guardian	Foster carer or residential care contact
Medical Professional	Doctor, specialist, paediatrician
Occupational Therapist	OT providing support to the student
Family Emergency Contact	Family member who is an emergency contact
Other	Any other person who needs to sign

Selecting the Delivery Method

Choose how the signing link will be delivered:

• Email — sends a secure link and 4-digit PIN to the recipient's email address. They sign online from any device. This is the most common method.
• In Person — for situations where the signer is physically present (e.g. at a parent-teacher meeting). The plan is displayed on a shared device and the signer draws their signature directly.

Adding a Reason (Optional)

You can provide a brief reason for the signature request. This is shown to the recipient in the email and on the signing page. For example:

• "Annual review of adjustments for the upcoming semester"
• "Consent required for updated health care strategies"

If left blank, a default reason is generated based on the plan and request type.

Submitting the Request

Click Send Request to create the signature request. Here's what happens:

1. A unique signing link and 4-digit security PIN are generated.
2. If the delivery method is Email:
   • An email is sent to the recipient with the signing link, PIN, document name, and expiry date.
   • The request status changes to Sent.
3. If you selected a new person and ticked "Add to student record":
   • The contact is saved to the student's contact list for future use.
4. The signature field on the plan updates to show the current request status.

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Common Scenarios

Scenario 1: Parent Consent on an IEP

A teacher creates an IEP for a student. The template has a "Parent/Guardian Consent" signature field.

1. Open the plan, click Request Signature on the consent field.
2. Select the Existing Contact tab — the student's mother is already listed as a Guardian.
3. Select her, choose Email delivery.
4. Click Send Request.
5. The parent receives an email, clicks the link, enters the PIN, reviews the plan, and signs.

Scenario 2: Medical Professional Sign-off

A Health Care Plan requires sign-off from the student's paediatrician, who is not yet in the system.

1. Open the plan, click Request Signature on the medical sign-off field.
2. Select the New Person tab.
3. Enter the paediatrician's name, select Medical Professional as the contact type, and enter their email.
4. Tick Add to student record so they're available for future plans.
5. Choose Email delivery and click Send Request.
6. The paediatrician receives the email, signs online, and the plan is updated.

Scenario 3: In-Person Signing at a Meeting

A parent is present at a meeting and can sign immediately on a tablet.

1. Open the plan, click Request Signature on the consent field.
2. Select the parent from Existing Contacts.
3. Choose In Person delivery.
4. Click Send Request — the signing interface opens immediately on-screen.
5. The parent draws their signature on the device and submits.

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What the Recipient Sees

For email delivery, the recipient receives an email containing:

• The document name (e.g. "Individual Education Plan")
• The school name
• A reason for the request (if provided)
• A Review Document button that opens the signing page
• A 4-digit security PIN required to access the signing page
• The expiry date for the link (default: 7 days)
• Contact information if the recipient has questions

On the signing page, the recipient:

1. Enters the 4-digit PIN.
2. Reviews the document details and signer information.
3. Ticks the required acknowledgement checkboxes (e.g. "I have read and understand this plan").
4. Signs by drawing their signature or typing their name in a chosen font style.
5. Clicks Sign Document to submit.

No Junipa account is needed. The entire process takes place through the secure link.