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Control Signature Types for Documents & Contracts (Draw or Type)

Control Signature Types for Documents & Contracts (Draw or Type)

Control how parents and families sign your documents and contracts by allowing drawn signatures, typed signatures, or both. Setting up this control keeps the signing experience consistent, reduces confusion, and helps your team meet policy or regulatory requirements across every document you send.

What are Signature Types?

Signature types define the methods a parent or family member can use to apply their signature to a document sent from Enrollio. Choosing which methods are allowed — Draw, Type, or Both — shapes the signing experience and ensures it aligns with your center's needs and compliance requirements.

This is a global setting for your client account, meaning your changes apply to all documents sent from your center.

Key Benefits of Signature Type Control

Signature type control allows you to select a configuration that balances compliance, consistency, and convenience:

  • Compliance: Meet hand-drawn requirements by disabling typed signatures when regulations or policies demand a handwritten-style mark
  • Consistency: Provide a uniform signing experience across all enrollment documents, contracts, and forms
  • Speed: Allow typed signatures for faster turnaround when permitted
  • Administrative Control: Manage signing methods centrally without needing to configure each document separately

Signature Type Options

Draw Signatures: Restricts signers to a hand-drawn signature using their mouse, trackpad, or touchscreen

Type Signature: Restricts signers to typing their name, which appears in a script font

Both: Offers maximum flexibility — parents can choose either method when signing

How To Set Signature Type Controls

Proper setup ensures every document sent from your account follows the same, compliant signing method without additional configuration.

Step 1: Navigate to Documents & Contracts Settings

  1. In the main left-side navigation bar, select Payments
  2. Click the Documents & Contracts tab in the upper navigation ribbon
  3. Select the Settings button in the upper right corner

Step 2: Open Document Settings

Using the secondary navigation bar on the left, select Document Settings

Step 3: Set Control Signature Settings

  1. Scroll down to the Control Signature Settings panel
  2. Select between Draw Signatures, Type Signatures, or Both
  3. Click the blue Save button to confirm your selection

Pro Tip: If your state or licensing agency requires handwritten signatures on enrollment contracts, select "Draw Signatures" to ensure compliance across all documents.

Frequently Asked Questions

Is this setting global or per-document?

It's configured globally for your client account in Document Settings and applies to all documents sent from your center.

If I change the setting after sending a document, what happens?

New or refreshed signing sessions reflect the latest setting. If a parent already has the document open, ask them to refresh their browser before signing and the signature options will update to reflect the change in settings.

Does the chosen method affect the audit trail, status, or automations?

No. Tracking (viewed/signed/completed) and automation triggers function the same regardless of whether the parent draws or types their signature.

Related Articles

  • How to use Documents & Contracts
  • How to Use Documents and Contracts in the Mobile App
  • Documents & Contracts: How to Automate Collection of Payments at the Time of Signing
  • How to Set Signing Order for Recipients in Documents and Contracts
  • Automatically Generate Invoices from Signed Documents & Contracts
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