Create an e-signature template

Before you begin, check the e-signature requirements.

1. Go to Admin > Contracts > Templates.
2. Click New (the plus button on a phone).
3. Enter a Title, then click Create template. The template opens with one document to sign.
4. On the Documents and blanks tab, paste your contract text into the document. You can paste it from Word.
5. Add the blanks that change for each person (see below), and put them in the text.
6. Click Save.

Click Preview PDF at any time to see the package filled with sample values.

Documents#

A template can hold more than one document. In the Documents panel, click Add and choose:

• Document to sign: a document the person signs.
• Translation, for information: a translation of a document to sign. It is shown for information. The document it translates is the text that binds.

For each document, set the Document title, the Language, and the Role (To sign or Translation). Click Remove document to take one out. Nothing is deleted until you save.

Blanks#

Blanks are the details that change for each person, such as a name, a start date, or a salary.

1. In the Blanks panel, click Add blank.
2. Enter a Name and choose a Type: Text, Date, Amount, Email, Phone, Address, IBAN, or National ID number.
3. Under Filled in by, choose Business if you fill it in when you send, or Recipient if the person fills it in when they sign.
4. Optional: add Why we ask (optional). The person sees it next to the field.
5. Turn Required on or off.
6. Click Add blank.

To put a blank in the text, place the cursor in the document, then click the blank in the Blanks panel.

For an IBAN or National ID number blank, choose what happens under In the contract:

• Keep in the vault only (recommended): stored encrypted for your records and payroll. Not printed in the contract.
• Print in the contract: the value is printed in the signed PDF. You must enter a Reason for printing.

Uploads and validity#

Open the Uploads and validity tab.

Under Details:

• Valid from and Valid until set the dates the contract is valid.
• Status is Draft, Ready to send, or Archived. You can send only a template that is Ready to send. It needs the text of at least one document to sign first.
• Internal note (optional) is for your team, for example who the template is for.

Under Required uploads, click Add upload for each document the person must upload while signing:

• Name, and a Kind: ID document, Health insurance card, Proof of bank details, or Other document.
• Why you need it is required. The person sees it.
• Required to sign decides whether the person can sign without it.

Click Save when you are done.