Master Agreement Electronic Signing & Sending Process

When the student and/or associated staff is not available to sign in person

Invite Staff Members to Electronically Sign

• To search for a staff member’s name to sign the MA:
• Type in Staff member’s email in the Invite Email box
• This field will auto-fill OR
• Click on green “i” icon to left of “Invite Staff to Sign”
• Type in Name (or partial name)
• Click your cursor in the “Position” box to display name list OR hit the “tab” key to move to “Position” box
• Select the staff member by clicking the circle 
• Click on blue arrow to retrieve email
• Use the“Position” field to find a staff member by role
• Ex: type “504 Coordinator” to display relevant staff.
  
  
  

  Send Email Invitations to Sign the MA

  • The Acknowledgement of Responsibilities (AoR) is included in the MA pdf & requires the same set of signatures as the MA
  • Click on the white “Send Invitation/s Submit Agreement” tab
  • If needed, use Clear button to clear signatures
  • Any missed steps on the MA or AoR will prompt an alert message.
    
    

    When the MA Generation Process is Complete

    • A “Document has been saved” message will display. 
    • The MA has been sent for signatures to those you’ve invited
    • The total number of signatures needed (Ex: 4) and the number of “invited” signatures (Ex: 2) is listed.
    • Click on “Return” to return to the Student Search page