Send documents for signature
Available on Run and Grow
Upload any PDF, send it to a parent to sign, and track each document by status.
Use Documents when you need a parent to sign something that isn't an enrollment agreement: a field-trip waiver, an updated handbook, a one-off contract. Directors and admins can send them.
You need a connected e-signature provider first. See Connect an e-signature provider.
Where it is. On the web, open eDocuments from the School hub. In the app, open the School tab and look under Records for Documents.
Send a document
- Select Send a document. In the app the screen is Send for signature.
- Enter a Title, such as
Field trip waiver. - Enter the Recipient name and Recipient email.
- Optionally choose a Family to tie it to a registered family. Leave it blank for someone who isn't registered.
- Choose the file under PDF. It must be a PDF.
- Select Send.
The PDF goes out through your connected provider, which holds the signature.
Track status
The table lists Title, Recipient, Status and the date sent. Use Filter by status to narrow it.
- Draft: created, not sent.
- Sent: delivered.
- Viewed: the recipient opened it.
- Signed: done.
- Declined: the recipient declined.
Packets
New packet creates an empty named packet. Attaching a document to a packet isn't available yet, so packets are just a name for now.
If a document won't send, check that a provider is connected. For anything else, email [email protected].
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Connect an e-signature provider
Connect DocuSign, Dropbox Sign or Clear Day Managed so agreements and documents can be signed, and manage the connection over time.