Connect an e-signature provider

Before a family can sign an enrollment agreement or a document you send, your school needs a signing account connected. Clear Day sends through it and tracks the result. Your school stays the legal authority, and the provider holds the signature.

Directors and admins can set this up.

Where it is. On the web, open the School hub and choose E-signature. The page is titled E-signature setup. In the app, open the School tab, then School setup, then E-signature setup.

Choose a provider

• DocuSign: connect the account you already use.
• Dropbox Sign: connect the account you already use.
• Clear Day Managed: for schools with no signing account. Clear Day sends through DocuSign for you.

If you already have a provider, connect that one directly.

Connect

You approve in the provider, then bring a short code back to Clear Day.

1. Under Provider, select the one you want.
2. Select the connect button. It names the provider, for example Connect DocuSign. The provider's approval page opens in your browser.
3. Sign in and approve. The provider sends you to a Clear Day page that shows a code.
4. Copy the code. Back in Clear Day, paste it under After you authorize, in Paste code here.
5. Select Complete connection. It stays disabled until there's a code.

Check and maintain the connection

A connected provider shows a status card with its name and Token refreshes automatically. You don't need to reconnect on a schedule.

• Reconnect: if a connection stops working, the button reads Reconnect. Run the same steps again.
• Switch providers: choose the new provider and connect it. On the web, Clear Day asks you to confirm that it will replace the current one. Requests already sent keep completing in the old provider.
• Disconnect: select Disconnect on the status card. You can't send new requests until you connect a provider again. Requests already out aren't canceled. The app asks you to confirm first. The web doesn't.

Next

Once a provider is connected, agreements from an offer route through it, and you can send a document for signature. If a connection won't complete, email [email protected].