Preview document signing process

Create a document that has to be signed and try it out.

In the digital world, being able to sign documents electronically is essential for efficient event management. Our platform introduces a feature that allows event moderators to create, share, and collect signed documents from members and list visitors. This guide will explain how to use this feature by creating a member document, publishing it, and testing the feature by signing the document as a member.

1

Creating Documents as an Moderator

Event moderators are responsible for creating documents needed for the event. These could include waivers, agreements, or information sheets that need a signature from attendees. Here’s how to create a document:

1. Go to Documents: After logging into your moderator account, find the 'Documents' section in your event.

2. Start a New Document: Choose the option to create a new document. You’ll be asked to fill in details like the content. Make sure the document contains all the necessary information that recipients need to be aware of.

3. Format the Document: Use the provided editor to set up your document correctly.

2

Making the Document available and sharing it

After preparing your document, the next steps are to make it accessible to members and visitors and to share it.

1. Publish the Document: Find and click the "Publish" button (or a similar option) within the Documents section. This action will make the document accessible via a unique URL.

2. Distribute the Document: Once published, a link to the document will be created. Share this link with your event moderators to get everyone familiar with the process.

3

Experiencing the digital signature feature as a moderator

To ensure every feature works correctly, moderators should test them. To test the digital signature feature:

1. Join as a Member: If you’re not already listed as a member of the event, add yourself. This step is important to experience the feature as your attendees would.

2. Open the Document: Click on the shared document link to view it. You should see the text at the top of the page.

3. Sign the Document: At the bottom of the page, you’ll find the canvas where you can leave your digital signature using either your finger or a mouse, depending on your device.

4. Submit Your Signature: Make sure your signature is correct and then look for a button to submit or confirm your signature.

4

Checking and Collecting Signed Documents

After you signed the document:

1. Personal document: Go back to the 'Documents' section as a moderator to check and confirm the documents that have been submitted and signed properly.

2. Email: The person that signed this document will receive an email containing their copy of it.

By adding this digital document signing feature, your event management tasks become more practical and straightforward, improving the experience for both organizers and attendees. Success with this feature relies on proper testing and clear instructions to ensure that every participant knows how to navigate and use it correctly.