Section
Agreements and waivers
Manage agreement templates, signing order, and public signing links.
- Manage agreement templates Create, preview, publish, unpublish, or archive member agreement templates. Template lifecycle and signing order are explicit and published content remains…
- Configure agreement onboarding order Choose which published agreements are required and their signing order. The onboarding packet order saves and is reflected in member signing status.
- Sign a public agreement Review and sign an active agreement link without staff-console access. The signature is recorded once and the signer sees a safe completion or recovery state.