Purpose
1.2. Automates sending of waiver requests, monitoring completion, automated filing, and secure access for staff and students.
1.3. Integrates automated reminders, e-signature collection, and automated data extraction into student records.
1.4. Enables automated notifications for incomplete waivers and automates audit trails for regulatory compliance.
Trigger Conditions
2.2. Parent/guardian input detected for minors.
2.3. Scheduled fencing classes, camps, or tournaments requiring updated waivers.
2.4. Expired or missing waivers in the student record system.
2.5. Payment or invoice confirmation requiring completion of waivers before participation.
Platform Variants
• Feature/Setting: "Send Envelope" API automates digital document sending and e-signature collection.
3.2. PandaDoc
• Feature/Setting: "Document Create & Send" automates preparation and tracking of signed consent forms.
3.3. Adobe Sign
• Feature/Setting: "Send Agreement" API automates dispatch for compliant digital waivers.
3.4. HelloSign
• Feature/Setting: "Signature Request" automated endpoint for quick waiver collection.
3.5. Jotform
• Feature/Setting: Automated "Webhooks" send form data for further automated processing and storage.
3.6. Formstack Sign
• Feature/Setting: Automated "Sign Request" API to manage digital waivers signing.
3.7. Google Forms
• Feature/Setting: Automate submission monitoring and trigger Google Apps Script for workflow automation.
3.8. Typeform
• Feature/Setting: Automated Webhook integration to trigger follow-up automations on submission.
3.9. Zoho Sign
• Feature/Setting: "Send Document" automation through workflow API.
3.10. SignNow
• Feature/Setting: "Invite to Sign" API automator streamlines the collection process.
3.11. Gravity Forms (with digital signature plugin)
• Feature/Setting: Automates signature field inclusion and webhook-triggered onboarding.
3.12. Cognito Forms
• Feature/Setting: Automated notifications and API submission trigger.
3.13. WaiverForever
• Feature/Setting: Automated collection and cloud archiving via API.
3.14. Smartwaiver
• Feature/Setting: Auto-send waivers with API and automated notifications on completion.
3.15. Microsoft Forms
• Feature/Setting: Power Automate triggers on new submission for onboarding flow.
3.16. Airtable
• Feature/Setting: Records new waivers with "Automations" for filing and reminders.
3.17. Salesforce
• Feature/Setting: Process Builder automates waiver tasks from new contact or lead.
3.18. Slack
• Feature/Setting: Automated DM reminders for waiver completion using Workflow Builder.
3.19. Mailchimp
• Feature/Setting: Automated campaign sends waiver requests post-registration.
3.20. Trello
• Feature/Setting: Automate creation of onboarding cards with waiver status using Power-Ups.
3.21. ActiveCampaign
• Feature/Setting: Automated email sequence for consent form completion and reminders.
3.22. Zapier
• Feature/Setting: Multi-app automations for triggering status updates and notifications.
3.23. HubSpot
• Feature/Setting: Workflow automation for e-signature requests on new contact.
3.24. Dropbox
• Feature/Setting: Automated saving of signed waivers with API for secure access control.
Benefits
4.2. Automatedly ensures all students have required waivers before participation.
4.3. Automating reminders boosts reduction in incomplete waivers and delayed onboarding.
4.4. Automator streamlines administration time, enabling staff to focus on training and instruction.
4.5. Enables automatable audit trails for easy compliance verification and risk mitigation.
4.6. Fully automated filing and retrieval improve secure document storage and disaster recovery.
4.7. Automated insights into registration and waiver completion trends for management decisions.