Pear Suite's Signatures Tool allows your organization to collect electronic member signatures directly through the platform, eliminating the need for paper forms. By utilizing PDF templates, you can manage consents, privacy agreements, and program-specific acknowledgments in one secure, centralized location.

Step 1 – Access PDF templates

1. Navigate to the left-hand green sidebar and select the Templates icon.
2. Locate and click on the PDF Templates tab at the top of the page.
3. Review existing forms or click + Add PDF Template to begin a new setup.

Step 2 – Upload and configure your form

1. Select a PDF file from your device (maximum size 10MB) to serve as your base template.
2. Enter a clear Template Title that will be visible to your team.
3. Decide if you require a full Signature or simply an Acknowledgment from the member.
4. Optionally, add Introductory Text or a disclosure message to provide context for the member before they sign.

Step 3 – Add signature and data fields

1. In the template builder, click and drag to place new fields directly onto the PDF.
2. Use the Base Config sidebar to define each field type:
   • DataPoint: Automatically pulls information from the member's profile into the form.
   • ManualInput: Allows the member to type in information or provide their electronic signature.
3. Link specific Data IDs to ensure that any info typed by the member is saved back to their Pear Suite record.
4. Click Save Changes to finalize your template layout.

Step 4 – Assign and collect signatures

1. Open a Member Profile and navigate to the Consents or Care Plan tab.
2. Select your configured PDF template.
3. Send the form via Email to request a remote signature.
4. Members can electronically sign the document from their mobile device or computer.

Step 5 – Track consent status

1. Monitor the status of all sent forms directly from the member's Consents section.
2. Once signed, the document is automatically stored as a completed PDF in the member's record.
3. If a form remains unsigned, you can Resend the request directly from the actions menu.