Signatures Overview

Please see this article for member and guardian instructions on accessing documents and signing them electronically.

The Signatures feature is designed to help programs efficiently collect e-signatures from members and guardians for items such as handbook agreements and permission slips. Program administrators can upload PDF documents and request signatures from designated individuals. Members and guardians can then log in to CutTime to review the document and submit their e-signature.

Table of Contents

For Admins: Uploading a Document and Requesting Signatures

• Creating and Uploading a New Document
• Viewing a Document and Requesting Signatures
• Recording Manual Signatures
• Exporting Signature Requests

For Admins: Uploading a Document and Requesting Signatures

As an administrator, you can click on the Signatures link from your sidebar to view your Documents dashboard. This dashboard contains a list of all the documents that you uploaded so far.

Creating and Uploading a New Document

1. Navigate to the Signatures page from your dashboard, and click the "Add document" button on your Documents dashboard.
2. Create a name for the document - this is the name that will appear on your Signatures page and will be visible to members and guardians on their dashboard.
3. Click the "Choose File" button to upload the PDF of your document.
4. Click "Save" to create the document and see it in your Documents dashboard.

Viewing a Document and Requesting Signatures

1. On the Signatures page, click the name of the document you want to view to open the Document Details page.
2. To request signatures on this document, click the green "Request Signature(s)" button.
   1. Choose who needs to sign the document: Members, Group, or a specific member.
3. Use the student picker to select the members who need to sign the document and click "Continue."
4. Choose whether to request signatures from the members themselves, from the guardian, or from both members and guardians. Optionally, toggle the switch to enable or disable notifications when the signatures are requested. If enabled, each recipient will receive a message notifying that their signature has been requested on a new document.

5. Click "Save" to request the signatures.

Once the signatures have been requested, you will see those requests populate the Document Details page as "Pending." As these recipients begin to submit their e-signatures, "Pending" will change to "Signed electronically."

Recording Manual Signatures

After signatures are requested, administrators can manually record signatures for members and guardians who submit a signed paper copy of the document.

1. Locate the student and click the three dots on the right side of the row to add either a member or guardian signature.
2. On the Record Signature page, type in the name of the member or guardian who signed the form.
3. Click "Save" to see the signature populate the Document Details page. The "Pending" status for that member or guardian will change to "Signed physically."

Exporting Signatures

To download an extract of the signatures for your document, click through on your file/document. Then click the export button at the top.

It should be noted that currently signatures will extract in spreadsheet form, not individual PDF files with signatures generated.

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