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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.

Status
Verified 2026-07-29 on build 2ac7ef8
Who can do this
Organization owners, Managers, Staff
Required access
members.change
Where in PositiveForm
/settings/agreements
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Who this is for

This guide is for an owner, manager, or staff member with the members.change permission, deciding what a new family signs and in what order.

Most studios ask for more than one document. Rather than sending them one at a time, you set a signing sequence once: the packet a new family works through from start to finish.

Before you begin

  • Publish the agreements first. The sequence is built from published templates, and the page says Create an agreement first. until at least one exists; see Manage agreement templates.
  • Decide the order deliberately. It is the order families meet the documents in, so put the one that explains the others first.

Steps

  1. Click Settings in the left navigation, then Member agreements. The page opens with Send agreements, Stored agreements, and Agreement templates across the top.
  2. Find Signing sequence. Until you publish it, it is marked Draft.
  3. Add the published agreements a new family should sign, and arrange them in the order you want them met.
  4. Click Preview flow to walk through it the way a family will. Do this before publishing: the order reads differently from the family's side than it does from a list.
  5. Publish the sequence when it is right.

Expected outcome

The sequence saves and, once published, becomes the packet offered wherever signatures are requested. Choosing to send the packet on a household sends these documents, in this order; see Manage member agreement completion.

A member's signing status then reflects the whole packet rather than one document, so a family who has signed two of three reads as outstanding, which is the honest state.

While the sequence is still a Draft, it is not offered for sending. That is what stops a half-built packet reaching a family.

Screenshots

Member agreements, with the Signing sequence marked Draft and Create an agreement first.
Member agreements, with the Signing sequence marked Draft and Create an agreement first.

Recovery

If the page says Create an agreement first., there are no published agreements to sequence; see Manage agreement templates.

If sending a packet reports Configure the signing sequence first., the sequence exists but is not published. Publish it.

If a family is signing documents in an order that confuses them, use Preview flow to see what they see, then reorder. Changing the sequence does not invalidate signatures already collected.

If saving fails, PositiveForm shows the reason and the sequence is unchanged.