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Requesting Signatures From Clients and Staff

Businesses can collect signatures for documents and waivers. While they can be requested individually, they can also be sent en masse.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ❌Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff
    • Staff may request single signatures only.

Requesting Signatures En Masse

  1. At the top of any Pike13 page click Settings, then Documents.

  2. Click View next to the document you wish to send. This can be a Miscellaneous Document or a Waiver.
  3. Click Send Waiver.
  4. Choose who will receive the signature request.
    1. Clicking All Staff, All Clients or All Members will populate the list below. Clicking these buttons will reset the list of selected people to only include the type clicked.
    2. Remove people from the list by clicking X by their name.
    3. Add specific clients or staff by typing in the search box and clicking their name.
  5. When the list of people is ready, click Next.
  6. Choose how the signatures will be collected:

    1. Sign by email: Use this option to send the client an email with a link to the documents. They may sign it digitally on their own device.
    2. Already signed offline: Use this option if you have a paper copy of the document.
  7. Click Send Waiver.
  8. Once the person has signed the document, you may see a copy in their profile under History, Signed Documents.

Requesting Single Signatures

Note: Staff Managers may request signatures from a person's profile, but not en masse.

  1. At the top of any Pike13 page click Clients or Staff.

  2. Select the person who needs to sign a document.

  3. Under the profile picture, click the Sign a document icon.

    1. You may also click Signed Documents under History. Then click Sign a document.

  4. Choose which documents or waivers you wish to send to the person. You may select one or many.

  5. Select a method to sign the document:

    1. Sign in person: Use this option to have the client sign the document on the device you are using. The document will come up for them to sign on that screen.

    2. Sign by email: Use this option to send the client an email with a link to the documents. They may sign it digitally on their own device.

    3. Already signed offline: Use this option if you have a paper copy of the document.

  6. Once the person has signed the document, you may see a copy in their profile under History, Signed Documents.

Best Practice

Re-signing Updated Documents

To have people sign an updated document, you will need to send new signature requests. Previously-signed miscellaneous documents will still be visible in the client's profile under Signed Documents.