Use Documents for policies, agreements, forms, handbooks, and other files your members need to review.
Creating a signature request
- Go to Documents and click Upload Document.
- Choose the file, add its title and category, then select who can view it: all members, specific sections, administrators, or the public.
- Turn on Requires signature and optionally set a signing deadline.
- Click Upload. Eligible members will see a Needs your signature prompt in their portal.
Tracking completion
Open the document's signature tracking view to see the number of eligible members who have signed, the signing date and time, any guardian details, and everyone still outstanding.
Reminders
- Click Email Reminder to contact only eligible members who have not signed.
- When a deadline is set, automatic reminders go to unsigned members three days before the deadline and again on the deadline day.
- Once a member signs, they are excluded from future reminders for that document.
Revising a signed document
Do not replace a file after signing has started. Use Duplicate to create a new document with the revised file, then archive the original. The original file and its signature record remain intact for your records.