Print Initial Acceptance with airSlate SignNow

Print initial acceptance

greetings this video is for volunteer matrix and is to review the required document system and volunteer matrix from the volunteer standpoint so these are going to be things that are people will see on your website on your volunteer calendar posted by volunteer matrix as they accept documents and that kind of thing so this initial view we have here would be what would happen if a volunteer is scheduled without having scheduled themselves in the case when that usually would happen was one an admin you schedule a volunteer on a shift that requires one of these documents or a group leader schedules a volunteer in their group honor shift that requires these documents in those two cases the volunteer won't have accepted the documents themselves and so when they log in we can see here what happens is right at the top of the page it pops up this required document in I'm using that name because it doesn't always have to be a waiver of course it is most often but you can have handbooks anything like that is fine to use in here so in this case this is an initials required type of document and so we can see that I all I have to do is type in my initials and then I can submit that and then that document has been saved to my record and so I can also check this box and have it sent to me and so that way the document has been accepted and they're good to go now in their emails that they will get they will also have gotten a link in that same box basically that says they were missing a document and it gave it prompts him to come to the website and - and then when in which case they would see that notice right there at the top of the page where they could have actually accepted that document now had they gone to their shift right here they would have also gotten that same red box here so they would potentially have it here twice on the screen and either either way they would have been able to accept that document so let's take a look real quick what it looks like when you're signing up for a new shift that requires certain documents so here we go we're about to sign up first shift and I'm gonna experiment a little bit here and see which ones we have so this one you don't see a way for me to accept this document that's because this is actually a paper document that is required and so what it's prompting them to do if we read this is to get this document they can have an email to them while they're scheduling themselves and basically bring it with them print it sign it and bring it with them and so what would you you'll will do with that once you receive it is you'll mark that accept it on their volunteer profile and then it's good for the time frame usually set which is one year and then after one year they will get this notice again and of course you'll get that document handed into when they come in now let's check it look at some of these other shifts so here's a check box type so you saw me a minute ago do an initials type the options are initials checkbox you can have them select their date of birth and you can have them type in their whole name it's up to you which one to do the most common one that my clients use is the initials and so I don't know that it really matters it does check it does log their IP address so that's one of the pieces of information that it gets about them and so let's see what do we have on this last one we don't have any way we're set up on this last one okay so that's what the volunteers see it's pretty straightforward it's very simple you know if they haven't done it for some reason it pops up at the top of the page as soon as they log in they don't have to go and do anything else for that to appear and of course they accept it as they sign up for shifts is when they accept the the waivers now let me just make a point real quick that that means when they actually do the registration form as a new volunteer it's not getting them to accept those waivers or documents as part of the registration form and the reason for that is because oftentimes you may have one event where no waiver is required another one may be if your habitat you have a restore that has a certain document or maybe you also have a photo photo waiver and then maybe for construction or warehouse you have a different waiver and this allows you to do a lot of control over which documents are accepting how long that lifespan is whether it's you know one week one year or lifetime is up to you and of course the the big disclaimer I have as the business offering these document tracking systems is just that it's a very important that you talk to the two people who are going to care about this and how that works is your insurance company and your organization attorney and as long as they say that you can do online accepted documents then you're fine to go but as we saw you could do the paper accepted document still it just requires your efforts on your end to take those papers and then enter that information into the profile and you can check the other video in a section for the admin side of all this and it'll show you how to do that ok great thank you