Send a staff contract for signature

Before you begin, check the e-signature requirements.

1. Open a template that is Ready to send, with no unsaved changes.
2. Click Send.
3. Choose Staff. Under Who gets it, tick each person, or tick All staff. This option sends to people with a staff role in this business.
4. Under What you fill in, fill in the business blanks for each person. Click Preview to check a person's copy before sending.
5. Check the Sign by date. It starts two weeks from today, or on the template's Valid until date if that is sooner. Leave it empty for no date.
6. Click Send (the paper-plane button on a phone). The confirmation lists everyone who will get a copy. Click Send to confirm.

Each person gets an email with a link to read and sign their copy. After the Sign by date, a contract that is still open shows as Overdue.

Once a template's Valid until date has passed, it can no longer be sent.

What the person signing sees#

For a staff contract, the link in the email opens the contract in the person's Naayya account. They sign in first if needed. They also find it under Account > Contracts, in Sent to you for signature.

Signing has six steps: Read, Details, Uploads, Review, Code, and Sign. Before they fill anything in, they see a notice that explains who is asking for their details, why, and how long each detail is kept.

At the Code step, they tick I agree to sign electronically, click Email me a code, and enter the 6-digit code from the email. The code works for 10 minutes. Then they sign and click Sign the contract. The contract then waits for your countersignature.