- After you have completed the form, click Sign to create the PDF document.
- Click the Print icon once the document has generated.
- Have the client sign the paper document and scan the document back into SmartCare. (See How do I scan a document into the client’s record?)
- Navigate back to the form in SmartCare and click the Plus Sign icon.
- Click the radio button to select the client’s name.
- Click the Co-Sign button.
- In the Signature Page pop-up, click to select the radio button for Client Signed Paper Document.
- Click Sign.
- The document will now display the client’s signature was obtained on paper.
