How to enable agency administrators to sign documents on user profiles

In some cases, documents must be signed by agency administrators on client or candidate profiles. For example, homecare agencies create implementation plans for their patients, which need to be signed by a manager not the patient

To allow agency admins to sign documents on user profiles, follow these steps: 

1. Open a client or candidate profile. 

2. Navigate to the document section and click on the gear icon next to the "Documents" title.

3. Check on the setting "Admin can sign document in User profile"

4. Once this setting is enabled, agency admins can sign documents by accessing the user profile and selecting the "Sign" option.