Many organisations require new members to sign agreements, such as waivers or releases.
To enable organisers to collect signed documents during registration, Liveheats has partnered with DocuSeal, a leading provider of legally binding e-signature solutions.
There are three steps required to enable document signing for member registration:
This article assumes you have completed steps 1 and 2 above. If you are yet to complete these, please refer to the article how to activate e-Signatures before continuing.
Not sure if you already have the e-signature add-on?
Check by going to Plan and billing under the avatar menu at the top right, when your logged in to your organiser account.
If you already have the add-on, you'll see it listed listed under "My active add-ons".
How does it work?
- Once you have parts one and two above you will have the ability to upload documents and add editable form fields such as text, date and signature to these documents.
- Then as your members complete the membership form, they will be prompted to View and sign
- Once signed, the member will receive an email with the signed version of the document
How to create a document to be signed
- Once you have completed parts one and two above navigate to Series settings -> Membership.
- You should then see a button labeled + Documents to sign under the Registration documents and information heading.
- By clicking + Documents to sign button you should see the DocuSeal form builder, as shown below:
- Now upload the document you require to be signed by the registrant by dragged the file or clicking Add documents or images.
- Once the document has uploaded it should be visible in the form build
- Now scroll to the first field you need to be editable and select the field type from the column on the right.
In the example doc below the first field is a signature so we select the signature field from the right menu:
we then insert this in the location we want the signature to be entered on the document.
repeat this process for all the fields that are required to be completed by the registrant. - Once all fields are added. Click the Done button at the bottom of the screen.
- You will now see the document under documents to sign.
- Repeat the process for any additional documents by clicking the + More documents to sign button.
- Once compete scroll to the bottom of the page and click Update event
- Once set to Entry open the document will now require to be signed by your registrants
How registrants can sign the documents
- In the event registration, they will see the document and can click View and sign:
- This will open a dialogue and the document will load
- They will see a input for the first field that is required to complete, they click next after completed the field and follow same process until all fields are complete. The document must be signed by a legal guardian if the registrant is a minor in your jurisdiction:
- Once complete, they click Submit.
- They'll repeat for other documents in the form. Each completed document will be emailed to the registrant
How to access signed waivers for memberships
- Navigate to the Series area and select the relevant Series, then click Members
- Click on the Member and scroll to the bottom of the dialogue
- In the Registration details area, you'll see a section for Signed with a link to view and download the signed document