Organizer Agreements

When a deputy has decided to approve an organizer, the organizer agreement is sent via HelloSign for a digital signature.

Log in to Hello Sign using the deputy credentials provided by Jen Mylo.

Go to Templates in left sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme..

hellosign landing screen

Under the box on left that says Create Template is a small link that says use existing template. Click that.

hellosign choose template

Hover over the result (WordCampWordCamp WordCamps are casual, locally-organized conferences covering everything related to WordPress. They're one of the places where the WordPress community comes together to teach one another what they’ve learned throughout the year and share the joy. Learn more. [Cityname] organizer …) and click the arrow that appears on the right. Choose Use Template.

hellosign use template

Enter the organizer’s name and email address. Scroll through the agreement and wherever you see [city] or other placeholders for name, city, event, etc. Replace them. Hit send.

hellosign replace names

When the organizer has viewed the agreement, and then again when they have signed it, HelloSign will notify us via an email sent to Help Scout. HelloSign also sends a daily summary of how many documents are out for signature.

hellosign notification email cropped

You can also log in at any time to check the status of agreements that are pending. If more than a couple of days goes by without a response, get in touch with the organizer to see what the status is.