Digital Signatures are supported via partnership with Dropbox Sign (formerly known as HelloSign).
Overview
Once enabled from the Integrations & Add-ons page, any uploaded document can be sent for signature with a few clicks. Signers receive an email from Dropbox Sign with a link to review and sign the document. Once all signers have completed the process, they receive a confirmation email with the signed document attached. Employees who initiated the request will also receive email updates and can view or download the signed document in DaySmart Recreation.
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
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.
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.
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.
Signature Billing
How am I billed for this feature?
The contractual fee ($0.99) applies when the document is sent via HelloSign. If the document needs to be resent, an additional charge will apply.
Fees are metered and billed at the end of the month with the subscription invoice, based on the total number of sends.
Charges are based on the number of documents managed, not the number of signatures. For example, if an original document is sent and then a revised version is sent two months later, this would count as two separate charges. However, if a single contract is sent to multiple recipients for signature, it will only incur one charge.