Agreement Documents

Summary

Agreement Documents are Terms or Statements that an applicant must initial/sign as a part of the Admissions Process. Once an Agreement Document is signed, the applicant gets a PDF copy emailed to them.

In this article we will talk about creating an Agreement Document and demonstrate it in the video below.

Features

  1. Create New
  2. Include in Admissions Process
  3. Dynamic Placeholders
  4. Require Initials
  5. Email Copy to Applicant

It is important to note that once an Agreement Document has been signed by an applicant, it cannot be edited. If you need to make adjustments to an Agreement Document after it has been signed by someone, you will need to create a new document and replace the old one in the Admissions Step. 

Video Walkthrough

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