Please, note that these instructions apply to the e-sign templates and the following documents created in GEGI:

  • Registration Form
  • Enrollment Agreement
  • Financial Aid Plan
  • Payment Agreement
  • Withdrawal Worksheet
  • LOA Form
Note: Yon can find more details in the following article: How to Customize PDF Templates?


How to Create an E-Sign Package and Send It for Signing?


Follow these steps to create an e-sign package:

  1. Click the Student Folders tab in the student profile:


  2. Select the Create E-Sign Package item in the Actions drop-down menu over and under the Student Folders panel at the Student "Name": Student Folders page:



You will be redirected to the Student "Name": New E-Sign Packages: Step 1 of 2 — Select Documents page:


Click the Select GEGI Documents button under the Documents in E-Sign Package panel.

Select the documents that require signing on the Select GEGI Documents pop-up panel and click the Select button:


After adding all the documents, click the Next button under the Documents in E-Sign Package panel:


You will be redirected to the Student "Name": New E-Sign Packages: Step 2 of 2 — Configure Documents page.


At this step, for each document, you need to select the users (employees and students) who will sign the document and the Type if it's not selected automatically.

The list of signers is already set up for the e-sign Templates and some other documents created in GEGI (Registration Form, Enrollment Agreement, Financial Aid Plan, Payment Agreement, Withdrawal Worksheet, LOA Form). 

 

For example, for the Enrollment Agreement the Student, the Admission Advisor, and the Clinic Supervisor are already set up, and you only need to select the names of the employee and set the name and email for Clinic Supervisor:


After you fill all the fields, click the Send button.


Note: The documents in each package will be merged into one PDF file and will be signed together, except documents with the Separate Package setting enabled.
If you need to use the documents separately, send them for signing individually or enable the setting.


After you have created an e-sign package and sent it for the signature, you can not edit anything in it. If you already sent a package and need to change the required signers, you need to cancel the already created package and create the new one.


Pay your attention that if the student has E-sign package in Status: Processing, Signed Processing or Signing it is not possible to change Primary Email in the student's profile.