Digital Signatures are supported via partnership with Dropbox Sign (formerly known as HelloSign).
Once the feature has been enabled from the Integrations & Add-ons page, any uploaded document can be sent out for signature by clicking on a button, verifying the Signer Name and Email, and clicking Send. The designated signer(s) will receive an email from Dropbox Sign that a Digital Signature document is awaiting their signature. They can click on the link in the email to go to the Dropbox Sign website to view and sign the document. Once all the Signers have signed the document, each Singer will get a confirmation email with the signed document attached. Employees who initiated the process will also get an email from DaySmart Recreation after each Signer signs the document and when all Signers have signed the document. The employee can then go into DaySmart Recreation to view/download the document.
Getting Started
You will need the Company Account Settings authorization enabled in order to do the steps below.
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Go to the Integrations & Add-ons page which can be found under the Admin drop down menu.
Turn on the Digital Signatures option.
Once this Company Setting has been enabled, uploaded files can be sent out for Digital Signature by any user with access to the Booking Manager, User/Employee pages or Customer pages.
Use Case Scenarios
Documents requiring a signature can be sent in a few different locations throughout DaySmart Recreation.
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Booking Manager: DaySmart Recreation will automatically generate a Digital Signature request for signing the contract. Other files that might need a legal signature that are associated with a Booking might be an insurance agreement or an acceptance of a facility use policy.
User/Employee Page: an example of a document that might need a legal signature could be an employee handbook or instructor contract.
Customer or Organization Type: an example of a document that might need a legal signature could be team-specific waiver or a concussion waiver.
Employees and customers can create their own Dropbox Sign login to access any documents sent to their email (they must create the account using the email where signatures were sent). When logged into Dropbox Sign, they can access completed and pending documents and access the signature page to complete any of their pending signatures.
Review our video on sending files for electronic signature from the customer, organization and user accounts
Acceptable File Types
Dropbox Sign supports a wide range of file types, including doc, docx, pdf, ppsx, ppt, pptx, tif, jpg, jpeg, png, xls, xlsx, txt, csv, html, gif, and may more.
Dropbox Sign supports file sizes up to 40 MB although Dash only supports uploading files up to 20 MB in size.
*Be sure to check out the Digital Signature Feature in our Booking Manager section.