❖ Heads up! This article is only intended for Agency Managers.
By the end of this article, you will be able to:
Add a clickwrap-waiver to a Need
Understand when to use clickwrap-waivers vs. eSign waivers
Add an eSign waiver qualification to a Need
Adding clickwrap-waivers to Needs
To ensure volunteers review important documentation—such as training materials or privacy policies—before participating in a Need, you can attach a clickwrap-waiver to the Need.
The waiver appears on the Need Response form, where volunteers must review and agree to it before signing up.
If the volunteer has not completed the waiver beforehand, it will also appear in the Legacy Check-In Kiosk when they check in for the Need.
We typically recommend using clickwrap-waivers when possible. They are easier to manage and can be set up directly by Agency Managers without involving the Site Manager.
If you require electronically signed documents, contact your Site Manager about setting up an eSign waiver instead.
What volunteers see
When a Need includes a clickwrap-waiver, volunteers will see a required checkbox at the end of the Need response form.
The waiver is required to complete the response.
The waiver statement appears as a link.
Volunteers can click the link to review the waiver before agreeing.
Volunteers must agree to the waiver each time they respond to a Need, even if they have agreed to it previously.
Please note that only .pdf files can be uploaded for clickwrap-waivers.
How to add a clickwrap-waiver to a Need
Go to My Agency > Needs.
Select Edit for the Need you want to update.
You can also add a clickwrap-waiver when creating a new Need.
Scroll to the bottom of the Update Need form.
Click Choose File beside the Waiver field.
Only
.pdffiles can be uploaded.
Select the file you want to upload by double-clicking it or selecting it and clicking Open.
Click Update Need.
If the Need already has volunteer responses, consider selecting Notify respondents of this update? before clicking Update Need.
Removing or replacing a clickwrap-waiver
You can return to the waiver section of the Update Need form at any time and click Delete beside the uploaded file to remove or replace the waiver.
If volunteers have already responded to the Need and completed the original waiver:
Their responses will not be deleted.
Volunteers can still complete the waiver from the Qualifications area of their profile.
Adding eSign waivers to Needs
If you need a waiver that volunteers electronically sign, your Site Manager must first create an eSign waiver qualification.
Agency Managers cannot create this type of qualification.
Once a Site Manager creates the waiver and assigns it to a qualification:
You can add that qualification to your Agency’s Needs.
The volunteer must complete the waiver before responding to the Need.
After completing an eSign waiver:
Volunteers do not need to complete it again for other Needs that use the same waiver.
The only exception is if the qualification has an expiration date.
The Qualification selection field will only appear after a Site Manager creates the qualification.
How to add an eSign waiver to a Need
After the Site Manager creates a waiver qualification, you can add it to either new or existing Needs.
Go to My Agency > Needs.
Select Edit for the Need you want to update.
You can also create a new Need and add the eSign waiver during setup.
Scroll to the Qualifications field on the Update Need or Create Need form.
Select the waiver qualification from the Select Qualifications dropdown.
You can assign multiple qualifications or waivers to a Need, including clickwrap-waivers.
Click Update Need, or finish creating the Need if it is new.
If the Need already has volunteer responses, consider selecting Notify respondents of this update? before clicking Update Need.
The volunteer perspective
Here's how the volunteer interacts with waivers when responding to one of your Agency's Needs:
