pgeu / pgeu-system

Mirror of the PostgreSQL Europe Conference and Membership management system.
MIT License
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Expand the documentation about signing digital contracts #145

Open andreasscherbaum opened 11 months ago

andreasscherbaum commented 11 months ago

The current documentation

Allows editing of the location of fields to add to the contract when the sponsor downloads it. These fields will be automatically filled with things like the sponsor name and VAT number, to ensure they match what's in the registration.

doesn't cut it. Which fields are filled automatically, and how? And what needs to be in the contract, at a minimum?

Looks like uploading and providing a PDF for digital signature is a multi-step process, and the help leaves too many questions open. Also the system allows to use a PDF without any additional fields. That's all nice if you know how to use it, that's not helpful for anyone else. Scrambling the details from other conferences and contracts can't be the way to go here.

Update: Editing a contract in Signwell is not straightforward. When adding all the fields, the progress bar at the bottom shows three green checkboxes, one blue and one grey field which are incomplete. However the offered options are "Save as (PDF Download)", a highlighted "Send document" (to whom or what) and a circle with three dots showing "Close" when clicking on it. None of this gives a clear indication as to what is the next required step in order to save the edits. When hitting "Close" the website asks "Are you sure you want to close this dialog?", again without any indication if the changes and additions are saved.