E-signatures: keep track of who still needs to sign.
Prepare the learner’s document, check its required signers and capture their signatures. The signing status shows which roles are still outstanding, and you can retrieve the signed PDF for the next task.
Check the document before collecting a signature
A signed document is useful only if it belongs to the right learner and training record. Prepare it in the student context and check its details, content and intended signers before collecting the signature. For example, check that a training document relates to the relevant licence class. The captured signature then forms part of that specific document’s workflow. Your template or prepared document must provide for the required roles. A signature will not fill gaps in the content or decide who needs to sign for your particular purpose.
One signature may leave another role outstanding
If a document requires both a learner and a representative to sign, the learner’s signature does not complete the process. Review the document status and which of the required roles have signed. Use the appropriate external signing access for the missing representative signature, then check the status again. The office can see whether a signature remains outstanding rather than relying on the presence of a PDF in the record. This depends on defining the required roles correctly. The status describes progress through signing; it does not review the document’s content.
Retrieve the signed version for the next task
To answer a query or retain the document, you need the version carrying the recorded signatures. Retrieve the signed PDF or the available scan download and check that it is the relevant document. Your team can then work from the document held in the signing workflow. During the Closed Beta, you discuss how this fits your school’s documents. The available signature is not a qualified electronic signature. Authorised management actions include resetting signatures, so check the current document state and the reason for a reset before asking someone to sign again.
Frequently asked questions
What if only one required role has signed?
Check whether other signatures remain outstanding. A recorded learner signature does not replace a representative or instructor signature that the document also requires.
Which version should I use when someone queries a signed document?
Retrieve the signed PDF or associated scan through the document workflow. Check the document’s assignment and signing status so you are referring to the relevant record.
How do we get access?
Driving school management is in closed beta. Apply with your school; scope, setup and admission are discussed. No immediate access.
Help shape the management beta.
We discuss scope, setup and conditions before arranging participation. Applying does not activate access.