How to Generate Automated Apprentice Agreements with Integrated E-Signatures

Learn how to use our E-Signature integration to generate, sign, and store legally binding documents, like Apprentice Agreements, without ever leaving ApprentiScope.

Note: Before generating an agreement for e-signatures, please preview the agreement to ensure that all required information has been fully auto-populated. See "Note" at the bottom of this page for instructions on previewing agreements & entering additional information as necessary.

1. Assign Signatories to Employers and Sponsors

Before we can send an e-signature request, we first need to define which contact is responsible for signing Apprentice Agreements (aka the Signatory) within each organization that an apprentice is assigned to, which is typically the Sponsor and an Employer.  Once signatories are set for each organization (sponsor and employers), they will not need to be re-set for each additional apprentice.

Let's take Johhny Appleseed, for example (shown below). Let's say he's a new apprentice and we want to complete his Apprentice Agreement entirely through ApprentiScope. Follow these steps to do so:

1. Navigate to his Profile page.

2. Click on the Reports tab.

3. Find the Sponsor Signatory section of the Apprentice Agreement card and click the blue button labeled Assign to assign your signatory.

4. This will take you to the organization's profile page, where you can assign the signatory by clicking the Edit icon in the top right corner, selecting the Signatory field, and clicking Save.

5. Repeat steps 3 and 4 for the Employer Signatory, if applicable.

 

Apprentice Profile

 

Company Profile

2. Send Document for E-Signature

Once signatories have been assigned, you should be able to see the Request Signatures button as shown below. If you don't see this, please check to ensure your signatories are set properly. Signatories cannot have the same email address. If you see the blue button shown below, go ahead and click it to generate your Apprentice Agreement and distribute signature request notifications to signatories.

 

Apprentice Profile before requesting signatures

 

Apprentice Profile after requesting signatures

 

Once you've sent the document for signature, all signatories (Apprentice, Sponsor, and Employer) will receive task notifications from ApprentiScope that contain the unique e-signature links, shown below. PandaDoc is our e-signature platform of choice, so the URL will always begin with: https://app.pandadoc.com/s/

 

Sponsor Tasks page after receiving e-signature notifications

 

3. View & Download Completed Apprentice Agreement

Once the agreement is signed by all signatories, you'll receive a notification that it has been completed, and is ready to view and download. Simply click the blue button that says Apprentice Agreement Completed to view and download the completed document.

 

Notifications menu

 

Apprentice Profile after Apprentice Agreement has been completed

Note: 

To preview an apprentice agreement:

If an agreement is not fully auto-populating, you may need to enter additional data in ApprentiScope.  Use the Guide below to determine the data missing from the report and where to enter it in ApprentiScope.