How can I automatically generate contracts for students?

November 13, 2022 Karol Wojtyła

When creating a Group it is possible to add a default contract which will automatically be added to each student’s documents card.

Creating an E-Contract:

When you create a Student Contract in Documents  you must mark it as an E-document:

Create an E contract

When you do this and add the contract to the student card it will be marked as online:

mark as E ciontract

When the student, or parent – in the case of the student being a child – logs in, at the bottom of their Main Page they will see the following:

sign contract

After they have clicked “Sign document”, they will receive an email and the Documents tab on the Students Card will show the contract as signed.

contract signed

The student (or parent) will then receive an email confirming that they have accepted the terms and signed the contract with a PDF copy attached to the email.

message from school

Reservations:

If your school is using the Reservations feature when placing students in Groups:    

Reservations

Then when a student who is in the Reservation or Awaiting section signs their online contract they will be moved automatically to the enrolled section. Also the Group tab on the Student’s Card will have the following changes:

student card changes

You can combine E-Contracts with another feature of adding contracts automatically to a student when they are placed in a Group. There is a Tutorial here

 


Related Tutorials:

Documents