Run events
An event keeps the invitation list close to the document people need to sign. Check the template and participant list before sending, then use the roster to handle missing signatures before the arrival rush.
This area covers events: a roster of people who need to sign a particular template before a particular date, with invitations by email or SMS, invitation status and reminders. Birthday parties, school visits, corporate outings and camp sessions all fit this shape, because one booking usually means several signers who are not the person who booked.
Begin with creating an event with the right template, which sets the document, timing and location before anyone is added, and continue with inviting a roster and following up on missing signatures, which covers importing recipients, reading invitation status and reminding only the people who still need to act. Both guides point out the difference between an invitation, a signature and an arrival.
Events build on a published template and a signing route. On the day, the roster feeds check-in, and the how-to library has planning guides for group waivers and late additions to an event.
Create an event with the right template
Set the document, timing and location before adding the participant roster.
Invite a roster and follow up on missing signatures
Add recipients, review the import and use invitation status before reminding people.
Before you start
- Choose the correct published template.
- Check the event name, timing and location.
- Review recipient details before sending.
Looking for a form structure to work from?
Browse the template libraryStill working through it?
Tell us what you’re trying to do and where you got stuck.