How to Set up Training Plans and Letter of Offers for Digital Signature

How to Set up Training Plans and Letter of Offers for Digital Signature

OVERVIEW

This tutorial will show you how to set documents for various parties sign documents digitally. This tutorial will apply for digital signature of Letters of Offer and Training Plans. 
 
The ability to digitally sign documents ensures that the content remains unchanged and authentic. This is critical for maintaining the integrity of the document while maintaining a level of convenience for all parties concerned.

IMPORTANT
  1. This exclusive feature is only available for Maximise Package subscribers. Unlock the full potential of your learning experience with the Maximise Package. To upgrade your plan and access this feature, please contact our Support Team at support@eskilled.com.au.
  2. Document templates that you plan on being digitally signed should have at least one of the Signature Tags below:

Signature Tags: 

The following tags should be added to your document template. 

NOTE: The tags can only be added as a text in a cell or label and not in rich text format. 

 

Parties 

Signature Tag 

Name Tag 

Date Tag 

Client 

**Client Signature** 

**Client Name** 

**Client Date** 

Student 

**Student Signature** 

**Student Name** 

**Student Date** 

3rd Party 

**3rd Party Signature** 

**3rd Party Name** 

**3rd Party Date** 

Agent 

**Agent Signature** 

**Agent Name** 

**Agent Date** 

  1. If you are not sure on how to add these tags to your document template/s, send us an email to support@eskilled.com.au for assistance.


STEP TUTORIAL


Letter of Offer: 

1. Go to Students
2. Select your Student
3. Click Enrolments Tab
4. Click Letter of Offer (LOO) button
5. Select the program's LOO that you want to publish for signing
6. Click on the Publish for Signing button.

Refer to the image below for steps 1-6


Training Plan: 

1. Go to Students
2. Select your Student
3. Click Enrolments Tab
4. Click Action button
5. Click Training Plan

Refer to the image below for steps 1-5


6. Click on Publish for Signing



Once a document has been published, this will now be available for signing of the assigned parties. 

View our related tutorial on how to digitally sign documents in the SMS. 

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