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Attaching a Membership Agreement to a Membership Type

 

Attaching a Membership Agreement to a Membership Type

A Membership Agreement can be attached to a membership type by following these steps:

  1. Functions>>Memberships>>View Types>>Search
  2. Click Edit under the actions column for the type to be updated
  3. In the field “Assigned Document:” choose the Membership Agreement to be used for signing. **If you do not have an agreement set up for eSignature, please contact Client Services for more information (support@shapenetsoftware.com).

 

When purchasing a membership, the agreement will show after the membership type is selected. A member will sign for all required signatures and the agreement can be saved.  You will then be taken to the screen where you can make a payment.  This feature will eliminate the step to choose “sign contract” after a membership is purchased.

 

To view the signed agreement:

1. View Memberships>>Search on member last name

2. Choose “document locker” under the actions column

3. The saved contract can be viewed

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