*This feature is available on Grow and Scale tiers only
New! You can now create an e-signature agreement in our new Agreements section!
The E-Signature Agreements feature allows you to create, manage, and track e-signatures for waivers, releases, and other agreements.
Here are some different examples of how you can use an e-signature agreement:
- Waiver/liability
- Photo release
- Code of conduct/terms and conditions
- Medical release
How to create a new agreement
1. Log in to your account and go to Listings > Agreements
- This is where you will find a list of all your active agreements
- Agreements will include their created and/or updated dates and will be listed in order of the most recently created or updated agreement.
2. Click on New Agreement, which will take you to the create agreement page:
3. You can then complete the Title, Format, and Text fields.
- Title: Give your agreement a name which will be displayed to clients. For example: Liability Waiver.
- Format: Here you will select if you would like to enter the text or upload your own PDF.
- Enter your text in the text box if you choose text
- Select a file to upload if you are uploading a pdf
- The file must be a pdf and maximum size is 5 MB
- Click on Upload File
4. Next, you will be ask the following questions: "Who is this agreement for?", "Is this required at checkout?", and "What type of agreement is this?"
- You can assign the agreement to the following:
- Client
- Agreement is assigned once per order to the client.
- Child
- Agreement is assigned once per registered child and is specific to that child.
- Note: If a client is self-registering, they will be assigned the agreement only if Client is selected.
- Client
- You can set the agreement to be required:
- If selected, the customer may not bypass checkout without signing the agreement.
- Optional agreements can be accessed and signed in the customer's My Account. This can be accessed when the customer logs into their Sawyer account via hisawyer.com.
- If you place an order on behalf of your customer, through +New Order on the roster page, required and optional agreements can be accessed and signed in the customer’s My Account.
- Type of Agreement:
- General:
- Agreement applies to all activities.
- Activity specific:
- Agreement only applies to specified activity or activities.
- General:
Note: Agreements can currently only be set to apply to activities. Agreements cannot be assigned to memberships, parties, or packs at this time.
Managing Agreements
You will be able to Edit, View/Download, and Archive/Unarchive using these tools:
Once at least one signature has been collected for an agreement, the agreement title, text, or uploaded file can no longer be edited. You will see this message below:
By clicking on the View/Download button, you can open the agreement in a new browser and print from there.
By clicking on the Archive button, agreements will no longer be assigned to clients/children when new orders are placed, or when children are added to rosters via Add Participant or +New Order.
- Unsigned agreements that are archived after being assigned can still be completed/signed.
- Signed agreements that have been archived can still be viewed and downloaded from the Client Profile page as well as the client’s My Account.
Client Profiles
An Agreements tab has been added to client profiles.
- All agreements assigned to the customer will appear here.
- Clicking the Download button will open the agreement in a new tab, from which the agreement may also be downloaded or printed.
- You can view the status of the signature, the activity or activities that the agreement applies to, and who the agreement applies to, and the signature timestamp.
- You do not have the ability to sign agreements on behalf of your customers.
Empty State: If no agreements have been assigned to the client, this is how this tab will appear:
Example of an incomplete and completed agreement:
Rosters
There is a new label called Agreements that may appear in red next to a participant's name
- If a required agreement has not been signed (this can happen in the case that a provider adds a participant to a roster via Add Student, New Order, or a transfer), the participant’s card on the roster will display a a label alerting the provider that an agreement needs attention.
- In this case, you can simply reach out to the client/participant to let them know that the document is available for signature in the client’s My Account.
Reporting
You can find the following Agreements data via the Rosters Report, associated with the client/participant:
- Agreement Name
- Signature Status
- Typed Signature Name
- Timestamp of Signature
Your customer's experience at checkout
- At pre-checkout, agreements are nested under the provider forms dropdown, along with form fields. Here, agreements will be displayed along with the activity or activities they apply to, or noted as a General Agreement.
- Agreements assigned to Clients will be found under the purchaser information, while agreements assigned to Participants will be found under the participant-specific forms. Agreements assigned to both will be found in both areas.
- Required agreements will appear at the top of the list of agreements, if multiple agreements apply. They also will have an asterisk next to them.
When your customer clicks on View & Sign, they will see two pages. The first page will be the actual agreement and the second part will be the Signature page:
Your client must check the box consenting to electronically sign the agreement, then type their full name. The date will be auto-populated, and a cursive signature will be created from the typed name.
When complete, the client must click the Agree & Submit button to submit.
Once your customer's signs the agreement, they will see Completed next to the agreement and can click Next to continue the checkout process.
Clicking the View button will open the signed agreement in a new tab, from which the client may also download or print a copy of the agreement.
In the scenario that an agreement has already been signed and the client attempts to sign again (this can happen if the agreement is open in multiple tabs or windows), an error message will be displayed.
My Account
Your customers can log into hisawyer.com and go to their Profile page to locate their agreements. If the agreement is asked of the child, your customer will need to navigate to the child's profile to find the agreement.
- Similarly to pre-checkout, agreements that are required and unsigned will be organized at the top.
- In the list of agreements, the activities that the agreements apply to will be noted, as well as the completion status of the agreement.
- Agreements that are incomplete will have a View & Sign CTA next to them, which will open up the agreement signature modal.
- Completed agreements will have a View button that will open the signed agreement in a new tab, where the client can also download or print the agreement.
Here is an example of what a completed and signed agreement looks like: