Manage member agreement completion

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.
• Set the signing sequence if you are sending a packet rather than one document; see Configure 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. 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. - 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.

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.

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 — write and publish the agreement being signed.
• Sign a public agreement — what the family sees when they open the link you sent.
• Maintain member profile and notes — the Details tab Agreements now lives on.