Storing Paper Agreements
Although ClubReady has extensive support for electronically signed agreements, sometimes agreements get printed and signed on paper. They would then normally be stored in a filing cabinet (or bank of filing cabinets!) somewhere.
Now, scanned agreements can be uploaded. In fact any file can be uploaded and stored with an agreement.
So, on the agreement detail page - looking at an agreement that was not electronically signed by the customer at point of sale.
Clicking on upload a file opens an upload dialog and the upload can also be marked as containing a client signature. This is for uploading a scanned agreement document and tying it to the agreement.
So, uploading the file automatically updates the agreement detail page.
This automatically updates all agreement reports, and if you are searching for agreements without signatures then any flagged as having a paper signature will not show up.
File uploads for agreements can be for any client document you might want to attach to the agreement not just paper signed agreements. Coming soon - the ability to fax documents right into the agreement detail.
