Send your own agreement documents and get a signed PDF back, with a full audit trail — no separate e-signature subscription.
Compose a packet
An agreement is a packet: one signing ceremony for a family that can contain several documents (think enrollment agreement + handbook acknowledgment + photo release).
- On the Agreements tab (under Billing), choose New Packet and pick the child and guardian (or switch to bulk and select many families at once), then Send for Signature.
- Add documents to the packet, in any mix:
- Text documents written in the editor, with merge fields (like the child's name or the tuition amount) that fill in automatically per family.
- Uploaded PDFs — your existing forms, exactly as they are.
- Templates — save a document once under Templates and reuse it in every packet. Mark one as the default and it's what billing auto-sends with new plan assignments.
- Reorder documents, and mark which ones require a signature (the rest are acknowledge-only).
- Optionally bundle autopay setup into the same packet, so signing and payment setup happen in one sitting.
Families sign in their portal
Parents open the packet from a secure email link or their Family Link portal and sign once — typed or drawn — on any device. You get a signed PDF with an audit record (name, time, device, and a tamper-evident hash for every document), and the family keeps a copy.
Good to know
- Seedling never supplies the agreement wording — you use your own text and PDFs, so packets always fit your policies and your state's requirements.
- Outstanding signatures appear in Records & Requests so you can nudge families in bulk. From a packet's own page you can resend it while it's still waiting on a signature — including after the link has expired, which issues a fresh one — or void it. A packet that's already signed can't be resent; there's nothing left to sign.
- Voiding a signed packet keeps the signature record frozen for your files — it just stops being in effect.