SuccessEd does not recommend any particular company or platform for conducting online webinars. Many of the different programs will allow a Meeting Host to share the screen and give control of the screen to participants. Digital signatures can be obtained using any screen sharing program that allows the Meeting Host to share the Remote Control/Screen Controls to participants.


Zoom just happens to be the program we have become familiar with when providing support.


For any participant to be able to take the remote control to put in an electronic signature, Zoom has the following Prerequisites:

  • Must be on a laptop or desktop with Windows, Mac or Linux or iPad with Zoom Mobile App.
  • Participants can participate via cellphone or telephone but will not be able to accept the Remote Control to sign electronically.


The Host will need to set up the meeting and extend the link to all participants. The Host will also be logged into the SuccessEd portal with the appropriate forms/documents ready to conduct the meeting.


Reminder: Only a single user should be on a screen at any given time. If multiple users are on the same screen, users could overwrite information. It is imperative that only the Host be on the Committee Membership page using the Remote Control from Zoom while capturing the signatures.


The Host will start the Zoom meeting and can manage the meeting, participants, and the Remote Control for capturing electronic signatures through the Zoom control menu.

STEP 1


The Zoom control menu the host will see when the host starts the meeting:


STEP 2


Choices within the Remote Control:


STEP 3


Choices, including recording, under the “More” tab.


STEP 4


Note that the Remote Control is highlighted in green and is labeled as

Remote Controlled when the host is not controlling it. The host can

abort anyone’s control at any time.


STEP 5


The Remote Control will not be highlighted when the host has control.


This document works as a companion to the On Demand Webinar Electronic Signatures, Online Meetings with SpEd forms (click link below); however, if Capturing Electronic Signatures During Remote/Virtual Meetings 4/3/2020 Capturing Electronic Signatures 3 you are unable to access the On Demand Webinar, this document will guide you in utilizing the Zoom menu controls to capture electronic signatures in remote meetings using SuccessEd. 


Below is the MP4 recording that will help to walk you through collecting signatures electronically via an online meeting. 


Capturing Signatures Via Remote Meeting


Below is the MP4 recording that will help to walk you through adding electronic signatures to staff Profile pages. The steps to turn this feature on can also be found in the SE Admin User Guide on page 10 item #17. 


Staff Profile Signatures

If you need any additional information, please don’t hesitate to contact your Relationship Manager. 


Maggie Acosta

Regions 1, 2, 20 


Stephanie Marullo

Regions 3, 4, 5, 6, 12, 13 


Stacie Whitaker

Regions 7, 8, 11, LA, GA 


Wendy Stanley

Regions 10, 11, 12, AR 


Shanda Kelso

Regions 9, 14, 15, 16, 17, 18, 19, AK, MO, NC, NM, SC, TN, WA

Related Solutions


SuccessEd: Capturing Electronic Signatures