CAPS Incident Report with Hospitalization Adobe Acrobat Sign Web Form

This guide will walk you through sending the CAPS Incident Report with Hospitalization for signatures via an Adobe Acrobat Sign web form.

This form is specific to the CAPS office.

Workflow: 

  1. The CAPS staff member initiates the web form online.
  2. The form is sent to the CAPS Director for review and signature.
CAPS IR Form Workflow Chart

All participants will be notified via email once the form is completed.

Click on your participant role below to expand the details.

Expand or collapse content CAPS Staff

Step 1:

CAPS IR with Hospitalization web form

Step 2:

  1. Click Start to begin filling out the form. You will need to complete the first page and then sections I, II, IV, V and VI.
  2. You can check how many required fields are remaining for you to complete.

All required fields are marked with red asterisks.

Fillable fields in the IR with hospitalization web form

Step 3:

Once you complete all required sections, click the Submit button on the bottom of the page.

Submit button highlight

Step 4:

  1. Enter the CAPS Director's first name.
  2. Enter the CAPS Director's last name.
  3. Enter the CAPS Director's CSUF email address.
  4. Confirm the CAPS Director's CSUF email address.
  5. Optional: Click Add Message to leave a private message for the CAPS Director.
  6. Click Next
CAPS Director's information entry to assign to next participant

Ensure you are entering the correct email address for the CAPS Director. If the form is sent to an incorrect email address, you must complete a new form.

Step 6:

  1. Enter your full name.
  2. Enter your CSUF email.
  3. Click Submit.
Confirming email address to sign the web form

Step 7:

You may be prompted to verify your email address. Adobe Acrobat Sign will send you a link to the email you provided.

Email verification message for web form initiator

If you see this message, you MUST verify your signature via email. Otherwise, the web form will not be sent to the next signer, the CAPS Director.

Step 8:

Open the email from Adobe Sign with the subject "Please confirm your submission of CAPS Incident Report Form with Hospitalization". Click the Confirm my email address link in the email body.

AdobeSign email requesting user to confirm their signature for the web form

Step 9:

A new page will open on Adobe Sign with a confirmation message. The web form will now be sent to the CAPS Director for their review and signature.

AdobeSign e-signing confirmation message
Expand or collapse content CAPS Director

Step 1:

You will receive an email from caps adobesign with the subject: Approval requested on "CAPS Incident Report Form with Hospitalization"

Click the Review and approve link in the email body.

Signature request email from Adobe Sign

Step 2:

In the signature request email, you can also view any private message from the form initiator, see where the approved form is routed next, or delegate another person to sign.

  1. Private message from the staff to you.
  2. The agreement indicates the next recipient(s) who will receive the form after you sign.
  3. You can choose to delegate another person to sign the agreement instead of you, if needed.
Signature request email from Adobe Sign with annotations

Step 3:

The agreement will open in your default web browser. 

Click the Continue button to access the agreement.

Continue button higlight

Step 4:

  1. Any private message that was included in the agreement for you will briefly appear.
  2. Click Start to begin reviewing the document.
CAPS Incident Report Form for approval

Step 5:

Complete and sign section III and VII. When clicking on the signature panel, you have different options to input a signature.

  1. Select how you want to create your signature: Type, draw, upload an image or sign via mobile.
  2. Input your signature.
  3. Optional: If you need to remove the signature, click Clear.
  4. Click Apply.
Signature options

Step 6:

  1. Your signature is applied to the document.
  2. Select Click to Approve.
IR Form with signature applied

Step 7:

A confirmation message will display letting you know that you finished signing the document, and it is now routed to the next recipient(s) for accepting.

Confirmation message of successful signing

Need Help?

  • For questions related to the CAPS Incident Report Form:
  • For technical support with the CAPS Incident Report Form:
    • Contact the IT Help Desk with the subject line: Adobe Acrobat Sign.