Articles on: Forms

How do teachers distribute forms to students and check the completion status?

How do I distribute required forms to students?



To view forms that are available to you as a teacher to distribute to your students, click on Forms from the navigation menu.
Next, click on the Distributable tab.
To send forms to your students, click on the ellipsis icon (3 dots) and choose the New Distribution option, as shown below.



Leave the Alias field blank unless you want to change how the name of the form is shown to students.
Select the date that you'd like to have all forms completed (ie. the due date).
Check the Students box and click the By Class option. This will give you an option to select one or more classes that you teach.
Finally, click on Add Distributed Form to create a new distribution.



This will send an email to all of your students letting them know that they have a new required form to complete.

How do I track the status of distributed forms?



To view the status of a form distribution, click on the ellipsis icon (3 dots) and choose the Distributions option, as shown below.



Next, click on the Status progress bar, as shown below, to view the status of all the forms.



Initially, the status of all forms will be set to Needs Submitted. When the form status is Needs Submitted, you will have an option to Upload a scanned PDF file if the student decided to sign on paper.



Once the student logs in and submits the form, the Status will change to In Progress and the Current Signer field will be updated to show who we are currently waiting on to complete the form.



After the form is completed by all signers, the status will change to Complete and the progress bar will be updated accordingly.



If you'd like to view the completed form, click on the ellipsis icon and choose View.



What do student's see when they login to access the forms?



When students click on the link in the email notification they receive, they will see a screen similar to what is shown below.
To submit one of the Required Forms, they can click on the ellipsis icon (3 dots) and choose the Submit option.



Next, they will need to confirm that the signer options are correct. In some instances, there may be multiple guardian contacts or at other times, none will be listed. If multiple guardian options are available, the student can choose which one they'd like to sign. If none are available, the student will be prompted to provide their guardian's email address, first name, and last name.



The student will then fill out any fields assigned to them. Once complete, they must click on the green Submit button at the top of the page to save what they have entered.
If there are additional signers, an email will be sent to them to notify them that it is their turn to sign the form.

Updated on: 24/08/2023

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