In this article, we will go over how to add signatures for initials for your guests to sign on your documents. Please note this will require redesigning your document setup in Tripleseat.
Updating your documents in this manner will involve four processes. The steps for each process are listed below.
Process A: Create the textboxes for the Terms and Conditions in your Document Template.
- Go to Settings > Documents > Contract & Event Order (Edit Template Content).
- Create separate textboxes for each clause you wish for your guest to initial. You can do this by dragging and dropping Textbox fields on the left, giving the field a name, and filling in the terms you need to include.
- Click Save Template in the upper left.
Process B: Create the new Contract layout to prevent editing the existing Contracts that may already be shared with guests.
- Go to Settings > Docs > Edit Layout next to the Contract.
- Click on Duplicate Layout.
- The name of this layout can be changed by going to Layout Properties. We recommend a name that will clearly state that this is the new contract.
Process C: Pull the text boxes that were just created from the Template onto the Contract layout.
- Ensure you are on the new Contract layout, or go to Settings > Documents > click on Edit Layout next to the Contract that was just created.
- Drag the text boxes that were just created in the template from the Layout Items section on the left and drop them in the body of the document layout to add.
- Under each provision, drag and drop the "Signature" field from the Design Elements on the left. You can click on that field to change the Signature to Initials.
- Repeat for all of your text boxes.
- Click Save Layout in the upper left when these updates have been completed.
Once these updates have been saved, the new fields will only appear on newly created documents. The original Contract layout should continue to be used for any existing documents on events.
Process D: Provide users access to the new Contract.
When new documents are created, a Customer Admin on your account must give your users access. To do this, they can follow these steps:
- Go to Settings > User Roles.
- Click on the first user role that should have access to this new Contract.
- Scroll down to Documents and check off the new Contract under Layouts on the right.
- Repeat this step for all of the user roles that should have access to the new Contract.
This video here also goes over how to manage your Documents in Settings.