Digital Signature Agreements

With Destiny Resource Manager's Digital Signature Agreements, districts and schools can let parents, teachers, and students digitally sign acceptable use policies and other agreements required for 1:1 devices and other resources.

After an administrator or user with the Manage resource templates or Manage Digital Signature Agreements (Resource Manager) permission creates an agreement, it can be signed during checkout or by accessing the signature form from a URL. Access reports that show items checked out without a signature and signed agreements.

Important:

  • Digital Signature Agreements is a Follett-hosted cloud app that requires an external internet connection.

To create an agreement:

  1. Select either Catalog or Admin > Digital Signature Agreements.

    Notes: 

    • Users with the Manage resource templates permission can select Catalog > Add Resource > Edit Templates tab, scroll to the bottom of the page, and click Setup Agreements.

    • If the Digital Signature Agreements app does not launch right away, click the link to access it.
      Digital Signature Agreements page.

  2. Click Create Agreement. The Agreement Template appears.
    Step 1 of creating a digital signature agreement.
  3. In the Agreement Name field, enter a unique name. Step 2 of 4: Mapping appears.
  4. In Step 2 of 4: Mapping, do the following:
    Step 2 of creating a digital signature agreement.
    1. Click in the Resource Type field to select the specific resource types the agreement is for. The 'Select resource types to include' pop-up appears.
      Mapping Section, Resource Types page.
    2. Select a checkbox next to a resource, or click Select all resources. to include all resources nested below it.
    3. Click Save.
    4. From the Persona drop-down, select the group of patrons the agreement is for.
      Important: The Persona field must be configured on the Admin > Resource Policies > Patron Types tab for Digital Signature Agreements to work during checkout and to run the Digital Signature reports. For example, if the persona is set to something other than Student for a student patron type, but the agreement is created for the Student persona, no block message appears and the item is checked out without a signed agreement.
    5. To select the site or site types the agreement is for, click anywhere in the Site field. The 'Select sites to include' pop-up appears.
    6. Select the checkbox next to the sites, or click Select all resources. to include all sites nested below.
    7. Click Save. Step 3 of 4: Agreement Details appears.
  5. In Step 3 of 4: Agreement Details, do the following:
    Step 3, Agreement Details for a Digital Signature Agreement.
    1. To require users to sign an agreement every time they check out a mapped resource type, regardless of how many times they check out a resource of that type, select the Signature Required at Every Checkout checkbox.

      Note: If you select this checkbox, the link to share the agreement is disabled, because the agreement must be signed during checkout. Agreements used at checkout are not shared ahead of time.
      Share link circled in red to show it is greyed out.

    2. To limit when signatures are obtained, enter a date range in the Start Date and End Date fields.

      Note: You can limit to one date or a range.

      • All dates: Leave both fields blank.
      • One date: Enter the same date in both fields.
      • Up to and including a specific date: Leave the Start Date field blank, and enter a date in End Date.
      • A specific date and all those after it: Enter a date in Start Date , and leave End Date blank.
    3. Click Add Documents/Instructions.
  6. In Step 4 of 4: Agreement Documents, do the following:
    1. In the Upload Agreement Document(s) field, drag and drop a file, or search for a file on your computer or network.
      Agreement Documents for a Digital Signature Agreement.

      Note: Supported file types are PDF, DOCX, XLSX, PNG, JPG, JPEG, GIF, TIF, TIFF, SVG, TXT, RTF, XML, JSON, and HTML. The maximum file size is 25 MB per file.

    2. To include instructions or a note, type in the text field.
  7. To view the signature form before saving, click Preview Signature Form.
    Completed Digital Signature Agreement.
  8. If you opened a preview, click Close.
  9. Click Save Agreement.
  10. When the success pop-up appears, click Continue to Signature Agreements.

After the agreement is created, you can do the following:

Edit an agreement

  1. Click Edit icon..
  2. Make your changes.
  3. Click Save Agreement.

Note: Once an agreement has been signed, you can no longer edit the agreement.

View an agreement

  1. Click View icon..
  2. To preview the form, click Preview Signature Form.
  3. To return to the main page, click Digital Signature Agreements or Back.

Copy the signature form URL to the clipboard

Click Copy URL..

The link is copied. You can paste it into an email or elsewhere to share with faculty or students.

Duplicate an agreement

  1. Click Duplicate icon..
  2. Make your changes.
  3. Click Save Agreement.

Delete an agreement

  1. Click Delete icon..
  2. On the pop-up message, click Yes, Delete this Agreement.

Signature Form

Resource Manager automatically looks for signed agreements during checkout, and provides an on-screen notification when a signature is needed. You can get signatures before checkout by providing parents and teachers with a URL, or at the time of checkout.

Sign agreements with a URL link

Every time an agreement is saved, it is assigned a unique URL. You can copy the URL from the main Digital Signature Agreements page, or when you save a newly created or edited agreement. Share the URL with parents or staff to sign the agreement before resource distribution. All fields must be completed on the Signature Form page.

Note: The patron's District ID is used in the ID field to verify identity.

Sign agreements at checkout

If an agreement is not signed ahead of time, it can be signed at the time of checkout. When the resource is checked out, a blocked-transaction message appears with a link to the agreement's signature form.

  1. To have the patron or their guardian sign the agreement, click the link under This item requires a signed agreement be on file at the time of check out.
  2. If there are multiple agreements to sign before the item can be checked out, click each link on the Check Out Item page.
    Digital Signature Agreements blocked transaction message to sign agreement or override.
  3. After all fields on the signature form are completed and the form is signed, you can check out the item.
Note: Although users with the appropriate permission can override a block message for missing signatures during checkout, districts or schools may want a policy in place for when blocked transactions for unsigned agreements can be overridden.

Digital Signature Reports

The following reports are available:

  • The Block Overrides report shows items that were checked out without signatures on the associated agreements (the block message was overridden).
  • The Needs Signature report lets you see patron checkouts that are missing digital signatures.
  • The Signed Agreements report shows all agreements that have been signed.Signed Agreements report.

To access the reports:

  1. Select Catalog or Admin > Digital Signature Agreements.
  2. In the top-right corner, click Reporting, and then choose the report you want.
  3. Do any or all of the following:
    • To filter the report, click Filter icon. in a header name, and then make your selection from the drop-down.
    • To sort the report, click Header row sort icon. in a header row.
    • To download the report as an XLS spreadsheet, click Download as Excel.