Collect In-Person Signatures via Mobile App

Collect In-Person Signatures via Mobile App

Enrollio's mobile app lets you collect in-person signatures directly on your device—perfect for finalizing enrollment agreements, policy acknowledgments, and contracts during tours or parent meetings. No more printing, scanning, or emailing back and forth.

Whether you're at a tour, in your office, or meeting a family off-site, you can have parents sign documents right on your phone or tablet.

What You Can Do

• View As Signer: Open a published document on behalf of any listed recipient to collect their signature
• Sign on Mobile: Capture signatures using typed text or free-hand drawing directly in the app
• Use Templates: Create documents from pre-built templates with one or more signature fields

How to Collect In-Person Signatures on Mobile

Follow these steps to prepare and sign a document directly from your mobile app:

1. Log in to the Mobile App

Make sure you're logged into your Enrollio mobile app with your credentials.

[SCREENSHOT: Enrollio mobile app login screen]

2. Navigate to Documents

Open the left-hand navigation drawer and go to the Documents and Contracts section.

[SCREENSHOT: Mobile app navigation drawer with Documents and Contracts highlighted]

3. Create a New Document

Tap to create a document using a saved template that includes one or more signature fields.

[SCREENSHOT: Document creation screen showing template selection]

4. Publish the Document

Once you're ready, tap the Share icon and copy the link to finalize publishing the document.

[SCREENSHOT: Share icon and publish confirmation in mobile app]

5. Locate the Published Document

Exit the document editor and go to the All Documents tab. If the document doesn't show as Sent yet, refresh the page. It should then appear marked as Sent.

[SCREENSHOT: All Documents tab showing document with Sent status]

6. Open in 'View As' Mode

Tap the three-dot menu (⋮) on the right side of the document. Select View as and choose the intended signer from the recipient list.

[SCREENSHOT: Three-dot menu with View As option highlighted, showing recipient selection]

7. Collect the Signature

Hand your device to the parent or family member. They can sign using typed text or free-hand drawing directly within the app. They can also fill out any other required fields in the document.

[SCREENSHOT: Signature capture screen on mobile showing both typed and drawn signature options]

8. Repeat for All Signers

If your document requires multiple signatures (for example, both parents), repeat the "View As" and signing process for each additional recipient.

9. Done!

Once all parties have signed, your document will be fully executed and saved with all captured signatures. You'll see the completed status in your Documents section.

[SCREENSHOT: Completed document showing all signature fields filled]

Notes & Best Practices

• Make sure your template includes the correct number of signature fields for each signer before publishing
• The "View As" option will only appear after the document has reached Sent status
• If you're having trouble seeing a recently published document, try refreshing the All Documents tab
• Both typed and drawn signatures are legally binding—let parents choose whichever feels more comfortable

Common Use Cases for Childcare

• Enrollment Agreements: Finalize enrollment during a tour when a family is ready to commit
• Policy Acknowledgments: Have parents sign off on health policies, pickup procedures, or media consent forms
• Contract Renewals: Collect signatures for annual re-enrollment or updated agreements
• Field Trip Permissions: Get quick parent approvals for upcoming field trips or special activities

By enabling in-person signing directly from your mobile app, you can close enrollments faster and keep your operations running smoothly—even when you're away from your desk.