Navigate to Documents and Contracts:
Go to the left-hand menu and select "Payments," then "Documents and Contracts."
Select or Upload Your Template:
Choose "Templates" at the top of the page.
Upload your PDF template or create a new document.
For this example, we'll use an uploaded PDF.
Adding Fillable Fields:
Click on the plus button at the top left-hand side.
You will see options for fillable fields: signature, text field, and date.
Customizing Fillable Fields:
Drag and drop the desired field to the appropriate location on the document.
For instance, drag and drop the date field where the date should be, and similarly for the text field and signature.
Adjusting and Moving Fields:
Resize the fields as needed to fit the document layout.
Move the fields by clicking and dragging or using the shift and arrow keys for precise adjustments.
For faster movement, use shift + control and the arrow keys.
Adding Custom Values and Assigning Signatures:
Hover over each field to see a menu where you can copy, delete, or add custom values.
For example, add a text field for "Company Name" and mark it as required.
Customize properties such as date format (e.g., year, month, day) and specify if it should accept any date, past dates, or future dates.
Assign specific contacts to sign the contract.
Assigning Multiple Signatures:
Assign signatures to multiple people if needed.
Hover over the name tag to see the assigned contact's name.
Business Contracts:
Easily create and manage business contracts that require signatures from multiple stakeholders. Assign specific fields to each stakeholder, ensuring all necessary information is collected and validated.
Lease Agreements:
Customize lease agreements with fields for tenant and landlord signatures, date fields, and specific terms and conditions. This ensures all parties have access to a clear and consistent document.
Employment Contracts:
Draft employment contracts that include fields for employee details, job role, start date, and signature fields for both the employee and the employer.
Service Agreements:
Prepare service agreements that detail the scope of services, payment terms, and signature fields for service providers and clients. This helps in maintaining clarity and agreement on terms.
Client Onboarding Forms:
Use fillable fields to create client onboarding forms that capture essential information such as client name, company name, contact details, and signatures for authorization.
