Signature templates let you collect signatures from students or their related contacts directly through the portal or mobile app. This helps you send contracts, agreements, and other documents that require a signed response. This guide shows you how to create a signature template and how customers complete the signing process.
Before you start
To send a signature request, the person signing should have:
an active Portal account
access to the mobile app (optional but recommended for notifications)
Creating a signature template
1. Go to the signature template settings
Go to the school settings page.
Open the Students section.
Select Student doc templates
2. Create a new document template
Click Create new template.
Use the text editor to design your document.
Add dynamic variables such as student name, course details, or ID.
Click the variable list button to view all available variables.
Learn more about creating templates here.
Important: Insert the signature variable {signature_area} where the signer should sign.
Add the {signature_date} variable where you want the date to appear in the template (optional).
Make sure the Request signature checkbox option is turned on.
Preview your template and adjust as needed.
Click Save.
Sending a signature request
1. Open the student’s profile
Go to Students.
Select the student you want to send the document to and visit their profile.
Open the Custom document tab.
Click the relevant signature template.
Review the document to make sure all details are correct.
3. Send the request
Click Send request.
Choose whether to send it to the student or a related contact.
The customer receives a portal dashboard notification and a mobile push alert (if the app and notifications are enabled).
Customer signing the document
1. Receiving the request
Customers will see:
A mobile push notification (if enabled), or
A dashboard message at the top of their portal or mobile app.
2. Signing the document
The customer opens the request from their dashboard.
They review the document.
They click on the Sign document button.
A signature box will appear where they can draw their signature.
6. They add their signature to the document and then click Confirm to complete the process.
3. After the document is signed
Once the customer submits their signature:
The signed document is saved under the Attachments section of the student’s profile.
It is visible to the school admin and the customer.
The school admin receives a desktop notification confirming the signature.
Tracking signature requests
You can track contracts that are awaiting approval in the school management section of Teach 'n Go. You can visit the Signature Requests tab to view all signature request and their current status. You can also delete an open request from here.
Summary / next steps
Signature templates make it easy to collect digital signatures directly through Teach ’n Go. Once your templates are set up, you can send signature requests quickly from any student profile.