How to Handle Agreements in Otter Waiver

This guide will walk you through the steps to create and manage agreements in Otter Waiver using the PDF upload feature.

Step 1: Uploading Your Agreement

1. Click on PDF Upload: To begin, select the PDF upload option. This feature is ideal for agreements that require dual signatures.

2. Name Your Agreement: Enter a name for your agreement. You can also set an expiration date; in this case, we’ll set it to "Never".

3. Add Signees: You can create two signees for the agreement. If needed, you can add more signers or delete one if only a single signer is required. Note that this type of signing is only for adults, not minors.

Step 2: Preparing the Document for Signatures

1. Upload the Agreement: After clicking "Next", upload the agreement document.

2. Add Required Fields:

   • Company Information: Drag and drop fields for company name, street address, city, state, and zip code.
   • Signatures: Assign signature fields, including full name, title, and signature date.

3. Assign the Signees: Switch between the signees (e.g., Logan and Ben Nelson) to gather the required signatures.

4. Set the Effective Date: The effective date of the agreement can be set to the signature date.

Step 3: Sending and Signing the Agreement

1. Email the Agreement: Add the email subject and proceed by clicking "Next".

2. Customer Experience:

   • The customer will receive an email with the option to review and sign the agreement.
   • The signature information (first name, last name, and email address) will be pre-filled. The customer will only need to add their phone number and click "Next".
   • Once completed, the signing process is finished.

Step 4: Managing Signed Agreements

1. Check Signature Status: After the document is signed, you can refresh the screen to see the status. For example, if Ben Nelson has signed and Logan still needs to, it will be indicated.

2. Send Reminder: If a signature is pending, you can send a reminder email by clicking the reminder icon.