This guide explains the best way to use Operoo to collect a single form that requires signatures from both a parent/guardian and an outside provider, such as a family physician, therapist, or coach.
Step-by-Step Setup Guide
1. Navigate to either create a new form or edit an existing one.
2. Add an Attachment Question:
- In the form builder, add a new question and select the Attachment type.
- Upload the blank form: In the attachment settings, upload the PDF of the form that needs to be signed.
- Mark as Required: If every family must submit this form, toggle the "Required" switch on.
3. Write Clear Instructions. You can use this ready-made text and customize the parts in brackets:
Download the [eForm Name].
Complete the parent/guardian section.
Ask your provider to complete and sign their section.
Upload a clear PDF or photo of the fully signed form here.
This item is required to submit.4. Configure Settings (Recommended)
- Set a Due Date: Use the form's scheduling settings to add a deadline for submission.
- Specify File Types: In the attachment settings, you can specify accepted file types (e.g.,
.PDF,.JPG,.PNG) to ensure file compatibility.
5. Add Any Additional Questions (Optional)
- If you also need to collect structured data (like the provider's name, phone number, or the date of the appointment), add separate questions (e.g., Text, Date) to your form. This makes reporting easier, while the uploaded attachment serves as the official signed record.