Agreement before the card

Some memberships come with an agreement: a breeders' club contract, a trade account's terms. Stokk can send it to each new member after you review them, have them sign it on a private link, and issue the card as soon as they do.

Setting it up

Open the membership card from Membership cards, choose Edit, make sure Approve each sign-up is on and saved, and upload the agreement as a PDF under Agreement before the card. It is one document for everyone, up to 15 MB, and it is never public. A protected PDF (restricted editing or a password) is turned away: save an unprotected copy first. Uploading a new version gives it to everyone you send it to from then on, including a Resend; a link already out keeps the version it was sent with.

How it goes

1. A new sign-up appears under Sign-ups waiting. Instead of Approve, the button says Send agreement.
2. They get an email with a private link that works for 14 days. The page shows their details and the agreement; they tick that they accept, type their name and press Undirrita (Sign in English).
3. Stokk keeps the signature (time, typed name, network address, device and a fingerprint of the exact PDF), makes a signed copy with a signature page, and emails it to them and to you.
4. The card is issued at once, with everything the membership gives (category, discount, store tag), and emailed as usual.

While they haven't signed, the sign-up sits under Agreement sent, waiting for their signature, with when it was sent. After three days they get one reminder. If the link runs out, the sign-up moves back up with Agreement link expired and shows on the dashboard again: use Resend for a new link. You can still turn a sign-up down at any point, or open Details and choose Approve without the agreement.

If the card can't be made right after they sign (the ERP is down, say, or they match a customer who needs a look), the signature is kept and the sign-up comes back under Sign-ups waiting with Agreement signed. The email to you says why. Use Try again or Approve; they get the card by email when it is made.

The signed copy is under Agreement on the member's card in Stokk, and under Details on a sign-up that is still waiting.