WEBVTT 00:00:10.650 --> 00:00:13.130 In this video you will learn to send and 00:00:13.130 --> 00:00:17.630 sign an agreement. Daisy sends the school agreement, Angela 00:00:17.630 --> 00:00:20.810 signs on her phone, and Daisy saves the finished 00:00:20.810 --> 00:00:23.716 copy. Pause whenever you need more time. 00:00:25.746 --> 00:00:30.366 Step one. In your admin workspace, open Agreements. 00:00:30.366 --> 00:00:32.246 Click Send an agreement. 00:00:32.246 --> 00:00:34.926 Choose the institution membership agreement. 00:00:34.926 --> 00:00:38.186 The schedule labels appear for you, ready for the 00:00:38.186 --> 00:00:40.068 details you agreed with the school. 00:00:42.058 --> 00:00:45.638 Step two. Fill in the schedule values. 00:00:45.638 --> 00:00:48.938 Begin with Institution and the school liaison. 00:00:48.938 --> 00:00:52.838 Add the agreed programs and fees, roster, dates, and 00:00:52.838 --> 00:00:56.238 term. Fill the other rows when they apply. 00:00:56.238 --> 00:00:58.510 Empty rows are left out of the agreement. 00:01:00.500 --> 00:01:03.660 Choose Outside person for a school leader without an 00:01:03.660 --> 00:01:07.540 account. Enter Angela Brooks and her email address. 00:01:07.540 --> 00:01:09.360 Check the spelling carefully. 00:01:09.360 --> 00:01:11.520 Click Add outside signer. 00:01:11.520 --> 00:01:14.820 For someone with an account, choose their existing account 00:01:14.820 --> 00:01:15.333 instead. 00:01:17.263 --> 00:01:21.083 Click Save draft. Read the document and schedule, then 00:01:21.083 --> 00:01:22.803 check the signing order. 00:01:22.803 --> 00:01:25.963 When everything is right, click Send agreement. 00:01:25.963 --> 00:01:29.103 Send agreement queues the invitation email. 00:01:29.103 --> 00:01:31.555 Sent means it is waiting for a signature. 00:01:33.564 --> 00:01:37.324 Step three. Angela opens her private signing link on 00:01:37.324 --> 00:01:40.624 her phone. She does not need a school account. 00:01:40.624 --> 00:01:43.604 Read the agreement and schedule before signing. 00:01:43.604 --> 00:01:46.924 The link lasts thirty days and works once, so 00:01:46.924 --> 00:01:47.906 keep it private. 00:01:49.857 --> 00:01:53.997 Under Confirm each clause, read and check each statement. 00:01:53.997 --> 00:01:56.157 Scroll down to reach them all. 00:01:56.157 --> 00:01:58.657 Do not check a statement you do not agree 00:01:58.657 --> 00:02:02.039 with. Ask the school to correct the agreement first. 00:02:11.897 --> 00:02:13.897 Type your full legal name. 00:02:13.897 --> 00:02:16.257 Drawing your signature is optional. 00:02:16.257 --> 00:02:19.057 Use your finger in the signature box, or use 00:02:19.057 --> 00:02:21.437 Clear to start the drawing again. 00:02:21.437 --> 00:02:23.699 Your typed name is still required. 00:02:25.589 --> 00:02:28.109 Check the line saying that typing your name is 00:02:28.109 --> 00:02:31.509 your electronic signature. Then tap Sign. 00:02:31.509 --> 00:02:33.569 Wait for Signature saved. 00:02:33.569 --> 00:02:36.929 Download a copy before closing this page, because the 00:02:36.929 --> 00:02:39.268 signing link cannot be used again. 00:02:41.298 --> 00:02:45.678 Step four. Back in Daisy's Agreements area, click Waiting 00:02:45.678 --> 00:02:50.458 on FWS. Open Angela's agreement and review the signing 00:02:50.458 --> 00:02:53.858 progress. Scroll down to the countersign form. 00:02:53.858 --> 00:02:56.738 The school countersigner must be a different person from 00:02:56.738 --> 00:02:58.024 the person who signed. 00:03:00.014 --> 00:03:02.394 Read and confirm every clause. 00:03:02.394 --> 00:03:07.134 Check the parties, services, fees, privacy, safeguarding, and how 00:03:07.134 --> 00:03:10.814 the agreement ends. Take your time with all fifteen 00:03:10.814 --> 00:03:18.934 statements. Then type Daisy Ross and check the electronic 00:03:18.934 --> 00:03:22.434 signature consent. Click Countersign to finish. 00:03:22.434 --> 00:03:25.594 Executed means the signer and the school have both 00:03:25.594 --> 00:03:26.109 signed. 00:03:28.118 --> 00:03:31.778 Step five. Open the signed record and click Download 00:03:31.778 --> 00:03:35.258 a copy. In the print window, choose Save as 00:03:35.258 --> 00:03:38.698 PDF, then Save. Keep the finished copy with the 00:03:38.698 --> 00:03:42.643 school records. The certificate shows who signed and when. 00:03:44.493 --> 00:03:47.233 You can now send an agreement, help a school 00:03:47.233 --> 00:03:50.673 leader sign, and save the completed copy. 00:03:50.673 --> 00:03:53.113 Find this job again in Agreements. 00:03:53.113 --> 00:03:56.973 Keep your checklist nearby, and practice only with fictional 00:03:56.973 --> 00:03:57.924 training records.