Forms with E-Signature

Add forms to your account

Your program administrator will work closely with our team to build out your template library. 

To add new forms to your Kiip template library, just follow these steps:

1. Send us your forms
   Email any forms you'd like added to your program's account to helpdesk+kiip@findhelp.com. We prefer forms in a PDF format, but can can also accept .docx or .doc files.

2. Include key details
   When submitting your forms, please let us know:

   • The name of the form

   • Which fields are required

   • Which program this form should be added to (if you manage multiple on Kiip)

   • Who should sign the form (e.g., client, staff representative, manager)

   • If any signature fields are left unnamed, please specify who should be assigned to them

3. Processing time
   It typically takes about one week to process and add your forms to your account.

4. Confirmation
   Once your forms are ready, we’ll notify you so you can start using them right away.

Use forms with clients

Click the paperclip in the chat box, then select “Select a form.” You will then select a form from the template library.  

Once you select the form, it will take a few seconds to populate the room. When the form appears, you will see a link to the form in chat or you can see all forms in the room by clicking "forms" in the room navigation

Sign a form

As you assist your clients, you can click into either portion of the form. This means you can assist a client using a shared device, like a tablet, without asking the client to log into their account. Simply take turns clicking on each portion of the form to fill it out and sign.

You can also complete the client information yourself and hand it over to them for a final signature.

View completed forms

When the document has been completed, a final PDF will be saved in the room under ‘Documents’ and in the left-hand navigation under ‘Forms.’ 

Delete a form

If you do discover a mistake on a signed form, you can go ahead and complete the form, delete the final PDF, and then add a fresh copy to the room for all parties to fill out again.