Tech/Google Support

1- How might I sign in to Google and begin to use it with files and docs?  

2-How do I add electronic folders to my staff file?

3- How might I work offline so I won't need wifi?  

4- How do I have a parent sign a session note using the drawing feature in Google Docs?  

5- How do I move files or documents that were shared with me? 

6. How do I use Google Meet?  It is similar to Zoom:-) 

7- What might your electronic file look like?- see video

Example of a file- see link

8- How might you use Genious Scan to email families the session notes and add it to your Google Drive?

9-How to create a master digital folder.

10-How to create a new folder for a new client.

11-How to fill out a digital copy of the master packet with the family.

12- How might I use, share and access my CIS Google calendar on my phone?

How do I upload documents to Google from my phone?

In an effort to move to electronic client files, we would like for you to create files for each client and add your paperwork to the file. This will allow us to review your paperwork periodically to support you. The hope would be for you to upload the documents monthly.

I recommend scanning the documents once using the Genius Scan app and then upload using your phone or the computer by following these directions.

Uploading from a phone:

Be sure the Google Drive app is downloaded on your phone.

Open your shared Google Drive folder.

Click on the folder of the child whose session note you have.

Click on the "+" and then click Upload.

Click on the document you want to Upload.

The file should show in your folder.

Uploading from a saved document on your computer:

Open your shared Google Drive folder.

Click on the folder with the child whose session note you have.

Click on the "+ New" button --> File Upload (pick the file from your computer)

The file should show in your folder.

How do I have families sign documents?

Signing a PDF can be done electronically or by printing, signing, and scanning it back. Here's how to do it digitally:

Using Adobe Acrobat Reader (Free)

1. Open the PDF in Adobe Acrobat Reader.

2. Click on "Fill & Sign" in the toolbar or select it from the right-hand menu.

3. Click "Sign" (a pen icon in the toolbar).

4. Select "Add Signature" or "Add Initials".

   • Choose Type, Draw, or Image (to upload a scanned signature).

5. Place the signature in the desired location by clicking the PDF.

Using Microsoft Edge or Preview (Mac)

Microsoft Edge (Windows)

1. Open the PDF in Microsoft Edge.

2. Click the Draw tool (pen icon).

3. Use your mouse, trackpad, or touchscreen to draw your signature.

4. Save the signed document.

Preview (Mac)

1. Open the PDF in Preview.

2. Click Tools > Annotate > Signature > Manage Signatures.

3. Create a signature by:

   • Using the trackpad.

   • Scanning your signature with the camera.

   • Using an iPhone or iPad (if linked).

4. Place the signature on the document.

Using Online Tools

1. Use a tool like DocuSign, Smallpdf, or HelloSign:

   • Upload your PDF.

   • Add your signature (by typing, drawing, or uploading an image).

   • Download the signed PDF.

On Mobile Devices

iOS (Mark-Up Tool)

1. Open the PDF in the Files app or Mail.

2. Tap the Mark-Up tool (pen icon).

3. Select Signature from the toolbar, sign, and place it.

Android

1. Use apps like Adobe Acrobat or PDF Reader.

2. Sign using the tools within the app.

Let me know if you'd like detailed steps for any of these methods!