Example External Forms for Income Attestation

Some funders require clients to sign forms attesting to different elements of their application like their income. This can be done in LegalServer using the External Forms and Signature Attestation Tools, in combination with the Email PDF of Profile block.

You'll end up with an External Form that you can send to clients displaying their income and requesting their signed attestation. Sending can be done via Email or SMS (if SMS is enabled). Once they sign the document, it can then email a PDF to the client of the form that they signed and save a copy to the case.

Configuration

Signature Attestation

First configure the signature attestation lookups.

In Signature Attestation, you'll add a record that uses the required language:

For Signature Attestation Type, you'll just indicate that this is a Financial attestation.

Print Profile

To have a final PDF version of what is signed, you need to layout a print profile. This should have the same fields on it that you use in the External Form. You can do this by going to Admin -> Processes, Forms, and Profiles -> Actions -> New Print Profile. Be sure to set the Parent Profile to the Main Profile used by your cases. It would look something like this:

Be sure to modify the Signature Attestation List to reduce the number of columns (so it prints better) and to limit it to the specific Attestation and Attestation Type that you created above:

If it is not limited, it will show all signatures collected on the case, not just the one for this attestation.

External Form

By going to Admin -> Processes, Forms, and Profiles -> Actions -> New Auxiliary External Form, you can create the form that you will be sending to clients. For an attestation, you're likely to want to have some basic fields available for the client to review. You can add any number of additional fields that you want. If you don't want the client to change the data, please be sure to mark them as Read-Only. You can also add any necessary information in Instructions for the client to read. An example might look something like this:

The listview would be configured with whatever columns are needed.

The Signature Attestation block would be configured to use the new values added above:

Lastly, the Email PDF of Profile block would be configured to make use of the Print Profile that you created earlier. Depending on the preferred language, you can customize the text of the email:

External Profile

You will likely want to create a basic External Profile that will host a thank you message of some form for the client to see and confirm that the signature was received.

Once this is created, you'll need to go back to the External Auxiliary Process created with the External Auxiliary Form in the last step and point the process to the new External Profile as the followup profile. While editing the External Auxiliary Process, you can also set the logo and the method for Identity Verification by the client.

Auxiliary Form to Send the External Form

Now that all the pieces are created, go back to Admin -> Processes, Forms, and Profiles -> and create an Auxiliary Form to host the block to send the External Form out. You may already have one if you use it for other forms or you may want to incorporate the block into your intake process as opposed to having it as a standalone form. The form should contain the Client Survey Send Request block.

You can customize the default email and SMS content, although that is modifiable by the end user.

The last step is to add this to the Actions Menu on your case profile. That will allow you to trigger this form.