Many organisations require new members and event registrants 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 and event registration:
This article will take you through steps 1 and 2 above. If you've already completed these steps, the following articles will help guide you through creating your first document:
- Collect signed documents during membership sign up
- Collect signed documents during event registration
1. Activate the e-Signature premium add-on
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 you're logged in to your organiser account.
If you already have the add-on, you'll see it listed under 'My active add-ons'.
2. Connect your DocuSeal account
- For events, go to Event settings -> Registration
- For memberships, go to Series settings -> Membership
i) Under the section 'Registration documents and information', click the Documents to sign button:
ii) In the pop up, enter your API token and account email address. To find this information, go to your DocuSeal API Page, as shown below:
iii) With the details entered, click Connect to DocuSeal.
If the Connection was successful ✅
Once connected, you'll see a page called 'Upload and create a document to sign'.
If the Connection was unsuccessful ❌