Send a Document for Signature

Use Send Document when you need one person to sign something that isn't part of onboarding: a rental agreement addendum, an updated policy, or a training agreement. They sign on the document itself, and the signed copy lands on their profile.

Before you start

The person needs an email address on their profile.

Steps

1. Open Customers (or Instructors) and click the person.
2. Click Account, then Send Document.
3. In Send document to, enter a Title, such as "Rental agreement addendum".
4. Add an Introduction telling them what to do.
5. Under Document, choose the PDF or image (PNG, JPG, or WEBP, up to 15 MB).
6. Click Send document.

You'll see Document sent. They get an email with a link to sign in, or to create an account if they don't have one yet.

What the recipient does

1. They open Documents and the For You tab, which opens on its own when something is waiting.
2. They click View and sign on document, draw their signature directly on the document, and save it with Send Signed Document.
3. They see a confirmation that the signed copy went back to the school.

Where the signed copy goes

• The signed document is saved in the Documents section of their profile. Until they sign, it shows as sent and awaiting signature.
• Admins get an email when it's signed.
• The signed copy starts as Not verified. Open it and set it to Verified after you've checked it. See Verify a Document.

Tips

• For documents everyone signs, add a View and sign step to your onboarding form instead. Onboarding also offers Click to sign and a signature box.
• When terms change, send the updated document the same way.

Troubleshooting

• "No email on profile." Add an email with Account > Edit Profile, then send again.
• "Document required." Choose a file before clicking Send document.
• The file won't upload. Use a PDF, PNG, JPG, or WEBP under 15 MB.