You can use engagements to add a document or e-signature requirement to your contractor onboarding experience.
Note: adding a requirement to an existing engagement will require all existing contractors to complete it before they can be paid again.
Adding a New e-Signature Requirement
Navigate to the Send Payments → Engagement Requirements
Select Create Requirement and select E-Signatures from the menu. Scroll to the bottom of the page and click "continue."
Fill out the name of the requirement, drop your e-signature file
Toggle whether you want the requirement to expire and whether you want to require Client-side approvals (counter signatures for contractor-submitted signatures). Then click Continue.
Once the E-signature requirement has been created it will be located in the Engagement Requirements page.
Requirements must be added to an Engagement before they can be assigned to contractors. Read below for further instructions.
Adding the Requirement to an Engagement
Once the requirement is created, you will need to add it it an engagement in order to assign it out to contractors for completion.
Go to Send Payments → Engagements → Add Engagement
Name the engagement and add an optional description and click "create."
Once created, open the engagement and click on add requirement. Select the e-signature requirement you just created from the menu and complete the action.
You can now assign this engagement to your contractors for completion by using the "add assignment" button to the right of the engagement.
