Eliminate the hassle of printing, chasing down, and filing paper forms. The Document Signature Request module allows you to send essential documents—like permission slips, policy agreements, and consent forms—directly to parents or employees for their electronic signature. It’s a faster, more reliable, and eco-friendly way to manage approvals.
· Examples in Action:
o Send a Field Trip Permission Slip to parents, who can sign it from their phone.
o Distribute the annual Technology Acceptable Use Policy for employees to acknowledge.
o Obtain parent signatures for Photo Release Forms at the start of the school year.
This is a design studio. In the Document Templates section, you uploadaPDF of your form (like a permission slip or agreement) and digitally place the fillable fields where you need them. This creates a reusable master template, so you never have to set up the same document twice.
Steps:
a) Click the Add Button to add a New Document Template.
b) Click the Edit Button to change or update a Document Template.
c) Click the Preview Link to check the placed fields.
d) Click the Download Link to have save a Hard Copy elsewhere.
e) Display Name: Name for the Template.
f) Remarks: Description about the Template.
g) Upload PDF: Upload existing PDF from a computer to create the Template with.
h) Toolbox: Fields available to drag onto the PDF Template
i) Placed Fields:Have a move icon to move fields and a Remove Icon to remove the fields.
This is the command centre for distribution and tracking. Once your template is ready, you use the Signature Requests section to select recipients, sendthedocuments via email, and monitortheirstatus. All the signing happens electronically.
Steps:
a) Click the Add Button to add a New Signature Request.
b) Click the Edit Button to update/check status on a Signature Request.
c) Document Template: Select the Document Template.
d) Description: Unique Description for the Signature Request.
e) Email From: Enter the Email Address the request us coming from.
f)Click the Address Book and Select Recipients. (The Standard Email Address book is used)
g) Recipients are Added to the Grid.
h) Status can be checked as the process flows.
i) Preview Link can be used to check the Signature Request once the status is “Complete”
j) Click the Save button to save Requests and Update Status to “Prepared” before sending.
k) Click the Send button to Update Status to “Sent” and to Send the Emails to Recipients.
When a Signature Request has been sent, here is what the recipient experiences:
Receiving the Request:
The designated guardian or employee will receive a clear, automated email directly from the Edupac system. This email will contain a brief message from the school and a secure, unique link to review and sign the document.
Completing the Signature:
1. Click the Link: The recipient clicks the link in the email, which opens a secure, web-based signing portal. No login or special software is required.
2. Review the Document: They can easily read the entire document (e.g., the permission slip or policy) directly in their browser.
3. Provide Signature & Information: The document will have clearly marked areas where action is required. They can simply:
o Type their name or draw their signature.
o Fill in any other required fields (like dates).
4. Submit or Decline: Once they complete all fields, they click a "Submit" or "Decline" button to finalize the process.
Confirmation:
Upon submission, the recipient can download a final copy of the fully completed document. Simultaneously, the status in your Edupac system updates instantly to "Completed" or “Declined” providing a seamless and paperless workflow from request to completion.
