Using Administrator Signatures on Contracts

This article shows you how to turn on Admin Signatures on Lead Contracts, as well as gives instructions for administrators to sign contracts. Once signed, the admin signature will show up on the Official Copy of the Contract. This feature includes an additional filter on the Lead Contracts table, to see which contracts are waiting for parents/guardians to finish signing, which contracts are ready to be signed by admin, and which have already been signed by admin. NOTE: If Admin is also a parent/guardian they will not be able to sign any contracts they have been assigned as a parent/guardian.

Turning on Admin Signatures on Contracts

1. Go to Client Settings > Leads (Inquiries, Applications, & Contracts). Under the Lead Contract Options header, tick the box next to Require Admin Signatures on Lead Contracts.
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2. Save and Back once you've ticked it. Once you are taken back to your Dashboard, you will need to refresh your browser for the change to take effect.

Signing Contracts as an Admin - from the Lead Contracts Table

1. Go to the Lead Contracts table
   • Method 1 - Pending & Submitted Contracts button in Shortcuts on the Dashboard. 
   • Method 2 - Admissions/Leads > Online Contracts > Submitted/Pending Contracts
2. Once there, you can see which contracts have been completed by parents/guardians and now require Admin signatures.
   • NOTE: if you do not see the Admins column, you must turn this feature on using the instructions above.
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   • PRO TIP! You can filter to see only contracts that are ready to be signed by Admin. Go to Filters > By Admin Signature Status > Ready To Sign
     
     
3. When you are ready, click Sign in the Admins column and you will get to this screen.
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   • Download Contract to review it
   • Type your full name
   • Agree to the E-Signature Terms
   • Adopt and Sign the contract and you're done

Signing Contracts as an Admin - from the Edit Contract screen

There are a number of ways to get to the Edit Contract screen. Once you have reached it, the Progress box in the upper right will tell you the Admin Signature Status. If it is Waiting for parents/guardians to sign first, the Sign box will not be available.

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1. Once the Admin Signature Status is Ready to sign, the Sign box will be available.
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2. Clicking the Sign button will get you to this screen.
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   • Download Contract to review it
   • Type your full name
   • Agree to the E-Signature Terms
   • Adopt and Sign the contract and you're done