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Kanri

Request a Signature

Before sending a document, check that the member’s profile has the right date of birth, email address, and parent or guardian contacts. The template’s signer rules determine who receives the request.

Send a document for signature

Section titled “Send a document for signature”
  1. Open Members and select the member.
  2. Open Documents and choose New Document.
  3. Select a Document Template. The form updates to show the fields required by that template.
  4. Enter the document name.
  5. If the template content uses program or subscription details, select the appropriate context from the fields shown.
  6. Review the signer and email shown. For a minor on an adult-required template, Kanri routes the request to a parent or guardian.
  7. Correct or enter the recipient’s email if needed.
  8. Submit the form to create and send the document.
  9. Return to the member’s Documents tab to check its status.

If a member is a minor

Section titled “If a member is a minor”

An Adult required template sends the signing request to a parent or guardian when the member is under the school’s age of majority. If the profile has no date of birth, the form may ask staff to confirm that the member is an adult. If there is no guardian contact with an email address, add or correct the contact before sending.

Follow up

Section titled “Follow up”

Open Documents and filter for Awaiting Member Signature or Awaiting Staff Signature. If the member cannot find the request, confirm the recipient email and ask them to check their spam folder. You can resend a pending document from its record when that action is available.

  • Use Resend Email while the document is awaiting the member’s signature and has a recipient email. It replaces the earlier signing link; ask the recipient to use the newest email. The replacement link lasts seven days.
  • If the template requires a witness, open the document after the member signs and choose Add Witness Signature. The document remains awaiting a witness until that step is completed.
  • Use Void Document to close an incorrect request while it is awaiting a member or witness. This is not a way to undo a completed signature.

Next steps

Section titled “Next steps”