Most documents you send to a person. Some you want signed by whoever walks in: a waiver at the dock, a form at the gate. That is a workflow, and they live under Forms and QR.
For campgrounds, outfitters, gyms, rental desks.
Most documents you send to a person. Some you want signed by whoever walks in: a waiver at the dock, a form at the gate. That is a workflow, and they live under Forms and QR. Each one is a published template, who signs it, and how it starts: from a QR code, a link on your website, or a tablet on the counter. Fern Hollow has three. The kayak waiver has a public address, shown under its name, and the row says how many have been started and finished.
A name, and the template it uses. The newest published version is used every time, and its blanks are filled from the person's name, email and phone, today's date and your business's name. Then who signs: the person it is for, here the guest. You can add up to two more people every time, like a manager who countersigns or somebody who gets a copy, and say whether they sign in order.
Below that, any questions to ask before the document is written, and a sentence shown above the form. Make it say what the guest needs to hear. Then the link: how long it lives, and when a reminder goes. And the public page. Give it an address, and anybody with the link can fill in the form and sign, with nobody from you involved. Leave it blank, and it runs only from a tablet or the API. Save.
Saved. A workflow with a public address has a QR code button. The code is that address and nothing more, so a phone that reads it opens the form. Change the address, and print a new code. Switch the workflow off, and the code opens a page saying there is no form there. Print a counter card, or download the code as a picture, 1024 pixels wide, for a sign or a booking email.
The counter card is a letter-sized page to print and tape up: your business's name, Scan to sign, the form's name, the code, its address, and a line telling people what to do.
The code opens this page, in the phone's own browser, with nothing to install and no account to make. Here it is, opened from the address under the code. Your sentence is at the top. They type their name and email, and choose to sign right here, or have the link texted or emailed to them. Then Continue to the document.
From here it is the same signing page as anything you send. They agree to sign electronically, read the waiver with their own name already in it, give an emergency contact, type their name, and sign.
Back at your desk, there was nothing to send. The signed waiver is in Documents, with its certificate, and the kayak waiver's row under Forms and QR has counted one more.