Document Tabs: Finalize/Signatures

The next tab of the documents feature is either Finalize, if the document has not been published, or Signatures if the document has been published. The two pages are different in content and described separately in the tables below. 

Finalize Tab

• Publish Document - All Gym
  • This button will publish the document, which will also send an email for each of the users shown on the page at the email addresses listed for that user. Documents cannot be edited after they are published. Once that email is received, indicating a new document needs signature, the user will log into the application and see the documents available to them.
• Publish Document - Manually Assigned
  • You can search and select the users you want to send the document to. Only users selected will receive the document.

You will also notice a list of users who will receive this document on this page. This will include the user name, family name, user type, and the email the document will be sent to.

Signatures Tab

Once the document has been published, this tab will turn into the Signature page where you can view the status of this document for each user including the issue date, signature date, date the document was last sent to the user, and the status (Completed, Pending, Overdue, Expired).

Send reminder emails or delete unsigned documents from this page by clicking the checkbox next to a family name, hovering over the blue Action button in the top right corner, and selecting either Send 1 Reminder or Delete Unsigned Doc. Do this for all families by checking the box next to the Family section.