Intro to Electronic Signatures

Many events and activities require waivers and releases to be signed by participants. Rock allows you to easily gather these signatures electronically without the need for a third party service. The requirement of a signed document can be added to a registration or a workflow. We'll cover how to configure these, and then we'll walk you through the configuration of the electronic signatures environment.

In Workflows

In Event Registration

Anatomy of an Electronic Signature

Before we jump in to see electronic signatures in action, let's look at what makes up an electronic signature in Rock.

  • Signing Document: The person electronically signs a document, which is based on a template. Each electronic signature will produce a signed document.
  • Applies To: Since the documents that go out for signatures can often be for minors, Rock distinguishes between the person to whom the document applies and the person who needs to sign the document. In the case of a camp waiver, the Applies To field would be the child going to camp.
  • Assigned To: The Assigned To field represents the person who has been assigned to sign the document. In the camp example, this would be the parent or person who completed the registration.
  • Signed By: This represents the person who electronically signed the document. This will be the same person that the document was Assigned To. Continuing with the camp example, this would be the parent or person who completed the registration.