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Collecting / Viewing Document Signatures

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✗ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✓ Staff
✗ Limited Staff

Waivers are a requirement as new clients create their profiles if you have them enabled on your Pike13 site. Existing clients that have not yet signed one will be required to do so when they log into the site as well. However, if someone has not signed their waiver or you need to have a client sign a miscellaneous document, you have a couple ways to collect their signature.

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This article contains instructions for

 

Collecting a signature for a document

  1. Click on the 3 bars in the upper left hand corner
  2. Select Clients.
  3. Search for and select the client’s name
  4. In the menu bar under the client's profile picture, click on the pencil icon. mceclip0.png
  5. Select Sign a Document.
  6. Choose the document that needs a signature.
  7. Do one of the following:

    • To open the online document for signing on a mobile device, click Sign in person

    • To email the client a reminder that includes a link to the online document, click Sign by email

    • To confirm that the client has signed on paper, click Already signed offline, then select OK

Viewing a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.

Downloading a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.
  6. In the upper right hand corner, click on the down arrow to download the pdf.

Note

Downloading documents in bulk

Documents can only be downloaded one at a time. If you wish to have all of your documents downloaded, please reach out to help@pike13.com. Pike13 does offer bulk downloading as a professional service and can provide you with a quote based on the number of documents.

Collecting a signature for a document

  1. Go to Clients
  2. Search for and select the client’s name
  3. In the menu bar under the client's profile picture, click on the pencil icon. mceclip0.png
  4. Select Sign a Document.
  5. Choose the document that needs a signature.
  6. Do one of the following:

    • To open the online document for signing on a mobile device, click Sign in person

    • To email the client a reminder that includes a link to the online document, click Sign by email

    • To confirm that the client has signed on paper, click Already signed offline, then select OK

Viewing a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.

Downloading a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.
  6. In the upper right hand corner, click on the down arrow to download the pdf.

Note

Downloading documents in bulk

Documents can only be downloaded one at a time. If you wish to have all of your documents downloaded, please reach out to help@pike13.com. Pike13 does offer bulk downloading as a professional service and can provide you with a quote based on the number of documents.