Overview
eSignature is Reconnect's digital document signing feature that allows clients to review, fill, and sign documents electronically — all from within Reconnect Community. There's no need to leave the app, print anything, or use an external browser. Clients can sign documents that are sent to them by staff, or initiate certain documents on their own when permitted.
How Clients Receive Documents
When a staff member assigns a document for a client to sign, the client receives:
A task notification in their task list
An automated message in their Reconnect room
These notifications let the client know a document is waiting for their action.
Signing a Document
The client signing process is designed to be simple and self-contained within Reconnect Community:
Notification — The client receives a task notification and an automated message in their Reconnect room
Access — The document opens directly within Reconnect Community (no external browser required)
Sign — The client completes their assigned fields and adds their signature
Confirmation — Once submitted, the system sends a notification to all parties confirming the signature
Completion — When the last required signature is collected, the document status changes to Completed and a copy is automatically saved to the client's My Documents section
Client-Initiated Documents
In some cases, clients can start a document themselves rather than waiting for a staff member to send one. This is available when staff have configured a template to allow client initiation.
The process for client-initiated documents:
The client accesses available forms in the Community app
The client selects and initiates a document from an approved template
The document is automatically routed to the appropriate Signing Group on the staff side
The client reviews and signs their portion of the document
A staff member from the assigned Signing Group completes the remaining signature
Note: Clients cannot assign a document to a specific staff member by name. Documents are routed to a Signing Group (such as "Probation Officer Group" or "Case Manager"), and any user within that group can respond.
Viewing Form Submissions
Clients can review all of their eSignature submissions in one place under My Account > Form Submissions.
The Form Submissions view displays:
Date of assignment creation
Form title
Filled status — whether the client has completed their portion
Document status — overall status of the document (e.g., Waiting Signatures, Completed)
View option to access the form content
My Documents
Once a document has been fully signed by all required parties, a completed copy is automatically saved to the client's My Documents section for their records. Clients can access these documents at any time without needing to request a copy.
Important Things to Know
Document Expiration
To keep the system efficient, documents that have no activity for 90 days are automatically marked as Expired. If a document expires before all signatures are collected, the client will need to request a new copy from their staff contact.
Cancelled or Removed Documents
If a document is cancelled or removed by staff, the client will no longer be able to sign it. Cancelled and removed documents are deleted from document storage after 3 days.
Account Deactivation
If a client's account is deactivated in the system, all of their pending (non-completed) eSignature documents are automatically cancelled. Documents that were already completed before deactivation remain saved in My Documents.
Tips for Clients
Check task notifications regularly — New documents to sign will appear in your task list
Review the document carefully before signing — make sure all the information is correct
Don't wait too long — documents expire after 90 days of no activity
Contact your staff member if you have questions about a document, can't access a form, or need a copy of a completed document