Teach 'n Go provides a straightforward process for creating signature templates and allowing you to request signatures from your customers through the Teach 'n Go portal. The intended customer will need a portal account before you can send signature requests to them.
Below is a step-by-step guide to initiate signature requests from your customers.
Access the Signature Templates Section
Go to the School Settings page.
Navigate to the "Student Documents" section.
Create a New Student Document Template
Click on the "Create New Template" button.
Use the text editor to design your signature template.
Utilise dynamic variables to automatically include personalized information. Examples include student names, course details, and more.
Add a signature variable in the required location. Signature date can also be added.
Ensure the 'request signature' option is ticked.
Preview the template to ensure it meets your expectations and make adjustments as needed.
Save your signature template for future use.
Sending a Request for Signature
Create a Template for the Relevant Student
Visit the relevant student profile.
Navigate to the Custom Doc tab and click on the relevant template.
Prepare to Send to the Customer
Review the document and ensure it is correct.
Click on the Send Request button. You'll have the option to send it to the student or the student's related contacts.
A request will then be sent to the selected recipient.
Customer Signing the Contract
Receiving the Request
If the customer has the mobile app and notifications turned on, they will receive an alert notifying them of a request for signature.
Signing the Template
The customer can open the mobile app or log into the desktop browser to view the request. The request will show at the top of the dashboard.
When the customer opens the document, there will be an option to add their signature to the document.
The customer will add it, and the date of signature will be automatically added based on today's date.
Viewing the Template
The contract is signed, and the document is saved in the attachments section for the student and can be viewed by the customer and the school admin.
The school admin is notified through a desktop notification that the contract has been signed.
With this feature, Teach 'n Go streamlines signature template creation, enabling easy document sharing and efficient signature requests.