Send an agreement to be signed

1. 1

   Write the agreement once as a template. Put anything the system already knows in double braces and it fills itself in.

   Documents · agreements → templates → new template

   Writing the text is the easy path. Uploading a PDF also works, but an uploaded file needs its signature boxes positioning before every send.

2. 2

   List every signer the document needs, in order. Signature lines are added for you, one per signer.

   Documents

   Renaming a signer later keeps their signature lines where you put them; removing one takes its lines with it.

3. 3

   Send it from the record it is about, so the customer, the item and the amounts fill themselves in.

   Documents · agreements → templates → use this template

4. 4

   Each signer gets their own link and signs on their own device, in whatever order suits them.

Worth knowing

• If a contract prints something in double square brackets, that is a question nobody has answered yet — deliberately visible, so nothing gets signed carrying a term that was invented rather than agreed.
• Formatting a written template is three rules: ## starts a heading, - starts a bullet, and a blank line starts a paragraph.

Next

• Rent an instrument to a customer
• Turn paperwork you already use into a template