You can send tasks or documents to the responsible person or contributor directly from the task tab. If a document requires you to configure signers by adding or skipping, you can do that while sharing the tasks.
To access the Tasks tab, navigate to the Resident's chart. The Tasks tab is located within this page
Step 1:
Click on the "Share" button on the resident's Tasks tab.
Note- If you do not see the "Share" button, that means that there is no responsible person assigned for the resident. You can add contacts and assign the responsible person in the resident's contacts tab. To share tasks electronically, an email address needs to be added to the responsible person's contact card.
Step 2:
Select all or individual tasks you'd like to be sent to the Responsible Person or Contributor to complete. For tasks that require it, you can configure the signers to delete the skip option. You may also edit the personal message if you'd like to customize it. Any data already entered will be saved when selecting items to share.
Selecting All Options
Configuring Signers
Step 3:
Click "Share." After tasks are shared, a "Shared" label will appear on the task.
Handling Incomplete Forms
Some tasks require the community to fill out certain sections before sharing them with the Responsible Person. In such cases:
Complete the necessary sections of the form.
Click "Finish Later."
Share the task with the Responsible Person for completion.
To resend tasks/documents to a responsible person to complete (or to send a reminder):
Only tasks that haven’t been shared yet can be sent using the "Share with Responsible Person" button. If the task has already been shared, the button will display a greyed out with "Shared" next to it like in the example below.
If a task has already been shared with the Responsible Person, you can use the "Send Reminder" button. This will send a new email reminding them of their open tasks along with link to log in.
Correcting Sent Tasks
If a form was sent via "Request a Signature" and the recipient cannot complete it before signing, you can correct this by:
Opening the task.
Selecting "Make Changes."
Resending the form for signature.
Limitations and Special Cases
Documents can only be sent to the Responsible Person. If there are multiple signers, other signers will receive an email notification when it is their turn to sign.
Ensure that all required fields are completed before sharing to avoid delays.
