Overview
If you have the Enrollment module and are using electronic contracts through the Finalsite Enrollment system, you might choose to use our Countersignature feature on those electronic contracts. This feature allows you to countersign contracts - after all, required parent/guardian entities have signed - by either adding an electronic signature or uploading an image of your signature (or the signature of your Head of School, Principal, etc.).
Important Notes
Contracts can ONLY be countersigned when they are in either the Pending Countersign or Pending Payment state.
If the deposit is paid before the countersignature is added, the deposit checklist item will not be checked off. The deposit will be checked off once the contract is fully submitted (and therefore countersigned).
Even if enabled within the Communication Setup page, the Contract Thank You Email will not be sent if you are utilizing the Countersign feature. If you are using Countersign on your contracts and would like to send an automatic thank you after the contract is complete, you can use an Automated Communication Plan (pro plans only)
Read the How-To Set Up an Automatic Contract Thank You Email section of our Countersignatures on Contracts: Setup Process article for a step by step guide to setting this up.
Read on below to learn how to countersign student contracts from the Students in Enrollment list page or a contact record.
To learn how to enable and set up the Countersign feature, click here.
To learn about the parent experience with countersigned contracts, click here.
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How-To: Countersign Contracts
Once the Countersign feature is configured and at least one admin/user has been granted the Countersign permission, you are ready to countersign any student contracts that come in from your enrolling families.
Contracts must be in either the Pending Payment or the Pending Countersign state to be countersigned. This means that you can only countersign a contract once all required parents/guardians have signed it. However, it can be countersigned before or after they have paid the deposit.
The countersign contracts action can be done in bulk from a list page, or individually from a student's contact record. Read below for instructions on both methods.
Countersigning Contracts in Bulk
To sign contracts in bulk, navigate to the Enrollment tab - Students in Enrollment list page. From here, you have the option to use the Filter Options to narrow the list down to the contract statuses of 'Pending Countersign' and/or 'Pending Payment', or you can simply select all or some of the students on the page.
Once you have at least one student selected, you can click on the green Edit menu - Countersign Contracts. If you don't see this option, ensure that countersign permissions have been enabled for your account.
The Countersign Contracts modal will appear. On the first page, it will let you know how many contracts will be countersigned in this batch, as well as some basic information about countersigning.
Click the Next button to continue. On the second page, choose the countersignature method you want to use:
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Electronic Signature - Add an electronic signature that includes the name and email address attached to your Admin Portal Account, your IP address, and a current timestamp.
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Image - Use the image you uploaded earlier on the Enrollment Setup page. Click here for more information. This method includes a date and time of countersigning along with the signature image.
Once you've chosen your preferred countersignature method, click Submit to complete the action.
Remember that if you have multiple pages of results, you will need to repeat this process for each page.
Countersigning Individual Contracts
To countersign an individual contract, navigate to the student's contact record. Then, towards the upper right of the page, click on the green Manage Contract menu - Countersign Contracts. If you don't see this option, ensure that countersign permissions have been enabled for your account.
The Countersign Contracts modal will appear. On the first page, you will see some basic information about what happens when countersigning.
Click the Next button to continue. On the second page, choose the countersignature method you want to use:
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Electronic Signature - Add an electronic signature that includes the name and email address attached to your Admin Portal Account, your IP address, and a current timestamp.
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Image - Use the image you uploaded earlier on the Enrollment Setup page. Click here for more information. This method includes a date and time of countersigning along with the signature image.
Once you've chosen your preferred countersignature method, click Submit to complete the action.
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Completed Contracts
Here is an example of a completed contract PDF with an image countersignature:
Here is an example of a completed contract PDF with an electronic countersignature:
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