Signing Online Forms

How to sign a form through HelloSign

1. Open email that says “Signature Requested” in the subject line.

1. Click the “Review & Sign” button in the body of the email.

1. If it asks you to log in, click the button to log in or authenticate with Google.

1. When the form loads, click the “Get Started” button at the top of the screen

1. The form will automatically scroll to the first thing you need to fill out, and a blue arrow will appear on the left, pointing to what you need to do. You can scroll back up to read the form and see what the student filled in, but this will be your starting point when you are ready to fill out the form.

1. Check the box to indicate your decision on this form.

1. Use the comment box to enter any information that the student might need to know. If they are not approved, you can explain why. If they are approved and you have nothing else to say, you can type “N/A” or “OK” or anything else to indicate approval.

1. Click the signature box to sign the form.

1. Choose a saved signature, or use one of the options to draw in your signature (using the mouse of your computer) or type in your signature.

1. Click the button to insert your signature.

1. Click the “I Agree” button on the bottom right of the screen.

12. At this point, you have signed the form and automatically sent it to the next appropriate person.

Please note that automatic reminders are sent by HelloSign if the form has not been signed within three days, and then again within seven days.

Changes to the Major Update Form:

1. As well as signing the form, it must be approved by checkbox. There are now three checkbox options:
   1. Approved - for students who can jump right into the major
   2. Approved for Interest only - for specific majors only
   3. Not Approved At This Time - for situations where the student needs to fulfill a requirement (GPA, prerequisite, etc.) before they can be in the major. In these cases, please list the necessary requirements in the comment box for the student to see. Please keep in mind that if you use this option, the student will have to fill out a whole new form once they are approved to add the major. For this reason, we recommend that you use the option only when it will take the student several months or longer to complete the requirements.
2. The comment box is required when you sign the form. If you do not have any comments or instructions for the student, you can type “N/A” or something similar.

Request for Additional Units:

1. This form requires three signatures (Department Chair or Program Director, Dean, and Associate Registrar). There is now also an option to include a designated person to comment on the form before it receives any signatures:
   1. Office Research Text Box (optional): If your department chooses to use this option, the form will be sent first to a designated email address within your department office. The person assigned to this task will do any research on the student’s situation that your department requires. They will enter the information in the associated text box and then click the “I Agree” button to submit it to the Department Chair or Program Director for the first signature. Keep in mind that any comments included in this text box will also be seen by the student at the end of the process.
2. As each of the three required signatures signs the form, it will be automatically sent to the next signature in line. No printing or interdepartmental mailing is required.
3. The last required signature will be One Stop. This signature DOES NOT indicate approval; it is simply an indication that the results of the form have been processed in PeopleSoft.