← Back to help

How to Manage and Publish Agreements

The Agreements page allows you to upload agreement files, save frequently used documents as templates, add signature and name positions, publish agreements, and view existing agreements.

Add a New Agreement

To add a new agreement:

1. Open the Agreements page.
2. Under Add New Agreement File, either select an existing agreement from Select a Template or click Choose file to upload a new agreement from your device.
3. If you are uploading a file that you would like to reuse, select Keep this file as template for repeated use.
4. Enter the required Email address.
5. Click Upload.

Once uploaded, you can prepare the agreement by selecting where the recipient’s signature and name should appear.

Use an Agreement Template

• Click Select a Template.
• Choose the template you want to use.
• Enter the required Email address.
• Click Upload.

Using a template is useful when you regularly send the same agreement and do not want to upload the document each time.

Save an Agreement as a Template

1. Click Choose file and select the agreement.
2. Select Keep this file as template for repeated use.
3. Enter the required Email address.
4. Click Upload.

The document will then be available from Select a Template for future agreements.

Add the Signature Position

Before publishing the agreement, select where the recipient’s signature should appear.

1. Open the agreement.
2. Click Select Signature Position at the bottom of the agreement.
3. Click the location on the document where you want the signature to appear.
4. Check that the signature position is in the correct place.

Add the Name Position

Next, select where the recipient’s name should appear.

1. Click Select Name Position at the bottom of the agreement.
2. Click the location on the document where you want the recipient’s name to appear.
3. Check that the name position is in the correct place.

Tip: Place the signature and name fields in the appropriate spaces provided in your agreement before publishing.

Publish the Agreement

Once you have added and checked the Signature Position and Name Position:

• Review the agreement and make sure both positions are correct.
• Click Publish.

The agreement will then be published with the selected signature and name fields ready for completion.

View Existing Agreements

Previously created agreements are displayed under Custom Agreements on the Agreements page. Each agreement displays its reference and associated email address.

• Find the required agreement under Custom Agreements.
• Click View on the right-hand side.

Delete a Template

• Select the relevant template from Select a Template.
• Click Delete Template file.
• Complete any confirmation displayed by the system.

Deleting a template removes it from the list of files available for repeated use.

Troubleshooting

I can’t upload an agreement.
Make sure you have selected either a template or a file and entered the required email address.

I can’t publish the agreement.
Check that you have selected the required signature and name positions and that they have been placed correctly on the document.

My signature or name field is in the wrong place.
Check the field positions before publishing and reposition them if necessary.

I can’t find an agreement I uploaded.
Check the Custom Agreements section. If it does not appear, refresh the page and check whether an error was displayed during the upload.

I can’t view or delete an agreement or template.
Your account may not have the required permissions. Contact your system administrator for assistance.