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

Search terms: