Assignors: How to upload officiating contracts and use eSign

On this screen, hover over "Resources" and then click on "Create eSign Template."

Screenshot 2024-01-25 at 3.23.31 PM.png

Next, scroll to the bottom of the screen and click on "Add New Template."
Screenshot 2024-01-25 at 3.27.57 PM.png

Type the name of the template into the appropriate box. Then click on "Choose File" and select the appropriate file from your computer that you would like to upload. Next, click on "Create Template."

Screenshot 2024-01-25 at 3.34.31 PM.png

This screen will appear.

Screenshot 2024-01-25 at 3.42.51 PM.png

From the left side of the screen, you will click and drag the appropriate field into the respective location within the document. The example below illustrates the fields "Full Name", "Signature", and "Date" have been added to the template. 

Screenshot 2024-01-25 at 3.52.56 PM.png

After you have selected all the fields you want the official to complete, click on "Save template" located in the lower righthand corner of the screen.

Screenshot 2024-01-25 at 3.57.18 PM.png

On this screen, click on "Choose Recipients."

Screenshot 2024-01-25 at 4.58.40 PM.png

Then select the recipient, the template/document, the conference(s), and which tier applies. After you have made these selections, click “Create Request." Note: Use this same method to send contracts to any official subsequently added to your roster.

Screenshot 2024-01-25 at 4.11.39 PM.png

 

You will then be presented with a screen confirming your eSign request (template) was created and sent to the selected recipients.

Screenshot 2024-01-25 at 4.52.36 PM.png

Officials will get notified of their need to eSign their document with the task being shown on their officiating.com homepage.

 

To determine the status of the eSign request, click on eSign History. 

Screenshot 2024-01-26 at 4.10.15 PM.png

A page similar to the image below will present. Here you can select which template (document) you want to review, which recipient you want to review and the status (signed or unsigned) of the task.

Screenshot 2024-01-26 at 4.04.51 PM.png

 

Have more questions? Submit a request

Comments

Powered by Zendesk