Summary
This work allows users to view content (ie. contracts) of an agreement and signup, which results in the allocation of the account to a group to access benefits outlined by the organisation.
Signup Status
All signup items visible to the account will be listed on the first screen.
If the item has already been completed for an account, then it will display a tick icon next to it and show the signup date. The Perenso Administrator has the option to remove a signup from the list once it has been completed.
Agreeing to a Signup
Tapping on an item will open the content. Once all content has been viewed, the agreement/signup screen will appear. Tapping on Agree will bring up a popup to allocate the account to a group.
The call will then refresh to save the signup details.
The Perenso Administrator has the additional option of capturing a signature when agreeing to a signup work item.