This article explains how to use the TeamSideline eSignature function.

Use the eSignature option to digitally capture signatures on important Terms & Conditions that you prefer to be signed and dated versus using a simple checkbox. 

Note: This is a Premium feature, if you are interested in upgrading to Premium email us at support@teamsideline.com.

How to create Terms & Conditions:

• Go to Programs > Configurations > Terms and Conditions.
• Click Add T's & C's.
• For T & C Name, enter desired name.
• For Enable eSignature, use the drop down to select "Yes" if you want the customer to provide an eSignature during the process or select "No" if you want the customer to just provide a check box verification. *Premium Subscription Only
• For Optional, use the drop down to select "No."
  • Note: If you select "Yes", the user can choose not to accept terms.
• For T & C Text, enter the text you wish users to agree to.
• Click the Save button.

How to add Terms & Conditions to your Program:

• Go to Programs > Manage Programs.
• Select desired Program.
• Go to the 2 Configuration tab.
• Scroll down to Terms & Conditions.
• Click the Add T's & C's button.
• For Terms & Conditions, use the drop down to select desired T's & C's.
• For Enrollment Type, use the drop down to select the desired Enrollment Type.
• Click the Add button.

How to view the eSignature for an Enrollment:

• Go to Customers > Account Management > Search.
• Search for the name of the person who registered.
• When you see the name of the person who registered in the search results, click the linked name.
• Go to the Enrollments tab and click the pencil icon to edit the desired Enrollment.
• From the Edit Enrollment page, scroll down to Terms and click the Spyglass icon.
• Here, you can see the digital eSignature as well as the date it was signed.

How to export the Terms and Condition with eSignature into Excel:

• Go to Reports > Report Exports.
• Click on Enrollment Information.
• For Type, select desired Enrollment Type.
• Select the Program.
• Select the Offering.
• There are two Columns:
• The Column on the right are the current fields that are going to be part of the report.
• The Column on the left are all the fields that are available to be on the report.
• Drag and drop the name of your "(t)Terms and Conditions" from the left hand column to the right hand column so it shows in the report.
• Set the Export Type to Excel (xlsx).
• Click the Export button.