Capturing Member Signatures Using the Signatures Tool
The Signatures Tool in Pear Suite allows you to create and manage digital consent forms that require a member's signature. This feature removes the need for paper-based signature collection and ensures all signed documents are stored electronically.
You can access this tool from the Templates section, under the Consents tab.
What You Can Do:
- Create digital consent forms that require either a signature or acknowledgment.
- Upload your own PDF files (10MB or less) or choose from existing uploaded templates.
- Add an optional message or disclosure to display before the signature field.
- Choose where on the PDF the signature should appear—or select an acknowledgment-only option if no signature is needed.
Creating a Member Signature Consent Template:
- Go to the Templates section.
- Select the Consents tab.
- Click + New Consent Template.
- Choose "Member Signature" as the consent type.
- Upload a PDF (or pick an existing one).
- Place a signature field or enable acknowledgment-only.
- Add a short message or instructions if needed.
- Save your template.
Once saved, you can use the template to request a member’s signature directly through Pear Suite. Members can sign the form digitally during the consent collection process.
Once sent to a member:
- The form is delivered via email.
- The member can sign or acknowledge it electronically.
- Once completed, the signed consent is stored in the member’s Consent section and marked as complete.
You can track pending or completed signatures directly from the platform, and resend if needed.
Key Benefits:
- Streamlined consent collection.
- Secure, trackable signatures.
- Reduces paperwork and manual errors.
All signed PDFs are stored in the member's profile under the Consent section. You can view, download, or verify signatures anytime.
Note: Members cannot be billed for services requiring consent until the corresponding signature has been collected.