Parent E-Sign Requests in CampusLogic

Question:

How does a student send an e-sign request to a parent?

Answer:

After a student has e-signed their document, they are presented with a step to request parent signature. 

Please note: The parent cannot create an account or view documents for e-signature until the student sends the e-signature request.  If the parent is unable to create an account or does not see any documents to sign after logging into their account, check the student view tab for the task requiring e-signature to make sure the student has sent the request.  If you see the text "Student has not initiated a signature request.", the student has not sent the request to the parent.

  • The student selects the request button
You have e-signed the form.
The request parent e-signature screen opens. The student must:

  • Select which parent they would like to sign 
    • StudentForms only presents the parent(s) listed on the FAFSA for the e-signature request
    • Parent must have passed the check with the SSA (Social Security Administration) check with a value of 4 to be eligible for e-signature
    • If parent does not pass the SSA check, the student does not have the option to send the request for e-signature to the parent
    • If neither parent has passed the SSA check, the student would not be allowed to e-sign their document and must download, print, sign (both student and parent), and then upload back into StudentForms.
  • Enter the parent's email address
  • Email must be different than student's email address
  • Confirm the parent’s email address
  • Select the Send Request button

Request parent e-sign

  • Once the request has been sent to the parent, the student is not able to edit their form unless they cancel the request
  • To cancel the request the student selects the cancel request button
  • The student can edit their request by selecting the edit request button
Please Note: If the student cancels the request, the parent is not able to create an account or able to see the document to e-sign until the student sends the request again.

Request announcement

Please Note:

Only the parent that the student selects to send the request to is able to create an account or e-sign a document.  i.e. if the student selects parent 1, only parent 1 is able to see the document to e-sign.

After the request is sent to the parent:
  • The parent receives an email containing a link to create an account.
  •  After the parent clicks the link they are taken to the parent create account screen.
For more information on how a parent creates an account see the related links on the right.

After a parent account is created or the parent logs in, the parent has the opportunity to review the document.

Parent Forms Preview

Parent selects the preview button.

Document preview shows Form not approved button, and opt out of e-sign button

The form not approved and opt out of e-sign buttons are informational only.  
  • The form not approved, lets the parent know if there are corrections needed, the student must cancel e-sign request, edit webform, student e-signs, and then resend for parent signature.  
  • The opt out of e-sign button lets the parent know if they do not want to e-sign, their student must also opt out of e-sign by cancelling e-sign request, edit webform to opt out of e-sign, and then follows opt out of e-sign steps.
If everything looks correct, the parent enters their password (which is the same password that logged them into CampusLogic) into the e-sign password box and selects the e-sign button.
 
The parent receives a success message once the e-signature is applied.
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Details

Article ID: 636
Created
Thu 5/10/18 2:54 PM
Modified
Tue 9/20/22 12:58 PM

Related Articles (3)

Create the e-sign PIN at the CampusLogic login page.
Parents may create a CampusLogic account to sign financial documents after the student sends the e-signature request.
Click the forgot your e-sign PIN above the CampusLogic login box to reset it.