# Manage member agreement completion

> PositiveForm guide · Households · HH-004
> Canonical page: https://positiveform.com/guides/households/manage-member-agreements/
> This Markdown: https://positiveform.com/guides/households/manage-member-agreements.md

**Summary:** Send a signing request or record a safe paper agreement for a household member. The member agreement status reflects the sent or uploaded document without…  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `members.change`  
**Where in PositiveForm:** `/households/:householdId/overview`  
**Status:** Draft: not yet verified against a deployed PositiveForm build. Labels may differ.

> Draft: this guide describes the profile redesign at docs/plans/2026-08-25-member-profile-redesign. Needs attention on the household's People tab is now Required items on Overview, and the signing actions live on the member's own Details tab, under Agreements, rather than on a shared household list. It has not yet been replayed against the deployed demo.

## Who this is for

This guide is for **desk staff, managers, and owners** getting a family's
paperwork signed and on file.

There are three ways a member's agreement gets completed, and **Agreements**
on the member's own **Details** tab offers all of them:

- **Sign here** — the family signs on your device, at the desk, now.
- **Request signatures** — PositiveForm emails a signing link they use later.
- **Upload** — you scan or photograph paper they already signed.

You need the `members.change` permission.

## Before you begin

- Publish the agreement first. Nothing can be sent or signed until a
  published agreement exists; see
  [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates/).
- Set the signing sequence if you are sending a packet rather than one
  document; see [Configure agreement onboarding order](https://positiveform.com/guides/agreements/agreement-onboarding-order/).
- For a request, have the signer's email address, usually the parent's.
- For an upload, have the signed document as a file, and know who signed it.

## Steps

### Find who is outstanding

1. Click **Households** in the left navigation and open the household. It
   opens on **Overview**.
2. Read **Required items**. A missing agreement shows as a row naming the
   person and the agreement, with an action, for example **Add waiver**, that
   opens their profile.

### Sign, request, or upload

3. Click the action from **Required items**, or open the person directly and
   click **Details**; see
   [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/). Under **Agreements**,
   an outstanding one shows **Missing** with an **Add** action; a completed
   one shows its date with **View**.
4. Click **Add** to choose how it gets completed:
   - **Sign here** and hand the device to the person signing.
   - **Request signatures**: choose what to send under **Send**, the
     configured packet or a single **Agreement** picked from the published
     ones; under **Covers**, pick the people this signature covers, since one
     signature can cover more than one child in the family; enter the
     signer's address under **Send to**, usually a parent's; then send it.
     PositiveForm emails a signing link, and the signer completes it in
     their own browser, as described in
     [Sign a public agreement](https://positiveform.com/guides/agreements/public-agreement-signing/).
   - **Upload**: choose the file and record who signed it, then upload.

## Expected outcome

**Required items** stops naming the person once their agreement is complete,
and their row on **Agreements** shows the signed date with **View** instead
of **Missing**.

Uploading confirms with **Waiver uploaded**. Requesting signatures confirms
that the request was created, and the member stays outstanding until the
signer actually completes it, which is the honest state rather than an
optimistic one.

The signed document itself is stored against the member. The status is
visible to staff who can see the household; the document is not broadcast
more widely than that.

## Recovery

If PositiveForm says **Configure the signing sequence first.**, no packet
order exists yet; see
[Configure agreement onboarding order](https://positiveform.com/guides/agreements/agreement-onboarding-order/).

If it says **Pick at least one published agreement.** or **Pick a
document.**, choose what to send. A draft agreement cannot be sent; publish
it first in [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates/).

If it says **Pick at least one person.**, choose who the signature covers.

If it says **Enter the signer's email address.**, the request has nowhere to
go.

If it says **Choose a file.**, or names a problem with the file, the upload
was refused before it started. The server has the final say on what it
accepts, so its message wins over anything the page guessed.

If the upload fails, you get **Couldn't upload that waiver.** and nothing is
stored.

If a family says they signed but the member is still outstanding, check
whether the signing link was actually completed. A sent request is not a
signature.

## Related guides

- [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates/) — write and publish
  the agreement being signed.
- [Sign a public agreement](https://positiveform.com/guides/agreements/public-agreement-signing/) — what the family sees
  when they open the link you sent.
- [Maintain member profile and notes](https://positiveform.com/guides/members/maintain-member-profile/) — the Details tab
  Agreements now lives on.

---

Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.