Creating and Sending Contracts

The Flex Contracts module gives marketers and creators the security of a binding agreement. With Contracts, you can create your own contracts or use our pre-loaded templates. Viewing, editing and signing all of your contracts and agreements has never been easier. Once contracts are created, you can associate your contracts with specific campaigns, companies, content and creators. 

Creating Contracts

When creating contracts in Flex, you have the option to send a new document or use a template. 

Creating Contracts From A New Document
To create a contract with a new document, select + Send Document in the Contracts module.

• From here, upload one or more files saved on your device and then select Continue. 
• You will now need to add signers to your contract.
  
  • To do this, enter the name of the contact that will be signing the document. You can choose a contact that has already been created or create a new one. 
  • To add more signers, select + Add Signer or you can add yourself as a signer by selecting + Add Myself as a Signer.
  • Once you have added all of your signers, select Continue. 
• Now you will need to add the document details. This information is for internal use only. Signers will not see this information. 
• Enter in the Document Type, Contract Dates and Description of your document. You are also able to add your associations at this point. 

• • To add associations to your contract, select the association type and then click into the box provided to select your association. 
  • Once you have chosen all of your associations, select Add Association(s).

• After you have added all of your document details, select Continue.
• You will now need to add the fields to your document. Filed can be signatures, text fields, check boxes, and date fields. 
  • You can add fields by selecting the field on the left-hand side of the document and then drag and drop the where you would like to place it in the document.
  • You can specify which signer needs to fill out each field by clicking on the drop-down arrow next to the signers name. 
• Once you have finished placing all of your fields, select Send. You also have the option to save your contract as a draft by selecting Save As.

Creating Contracts From A Template
To create a contract with a new document, select + Send Document in the Contracts module. 

• From here, select Select Template and then choose the template you would like to send.
• You will now need to add signers to your contract.
  
  • To do this, enter the name of the contact that will be signing the document. You can choose a contact that has already been created or create a new one. 
  • To add more signers select, + Add Signer or you can add yourself as a signer by selecting + Add Myself as a Signer.
  • Once you have added all of your signers select, Continue. 
• Now you will need to add the document details. This information is for internal use only. Signers will not see this information. 
• Enter in the Contract Dates and Description of your document. You are also able to add your associations at this point. 

• • To add associations to your contract, select the association type and then click into the box provided to select your association. 
  • Once you have chosen all of your associations, select Add Association(s).
• After you have added all of your document details, select Continue.
• Fields will be placed based on what you selected when creating your template. 
  • You can delete fields by clicking on the field and then selecting Delete.
  • You can add fields by selecting the field on the left-hand side of the document and then drag and drop to where you would like to place it in the document.
  • You can specify which signer needs to fill out each field by clicking on the drop-down arrow next to the signers name. 
• Once you have finished placing all of your fields select, Send. You also have the option to save your contract as a draft by selecting Save As.

Sending Your Contracts

When sending your contracts, a pop-up will appear where you can add additional settings for the document.

Setting A Signing Order

To set the signing order, toggle on the simply click and drag signers in the order that you would like them to sign. Then you will need to set the Apply Sending Order toggle to Yes. The document will be sent to all recipients at the same time, however, the person at the top of the recipient list will sign the document first.

Adding A CC

If you would like a final copy of the document to be sent to another email, you can do so by typing the email of an existing contact and they will show in the drop-down, or you can choose to Add New Contact. CC'd recipients are notified when a document that they are CC'd on has been sent, viewed, and finally when it has been completed.

Editing Email Template

You are able to edit the email template for your request to have your signers complete your documents. Enter your message in the box provided.

Adding Document Passcodes

You can add passcode protection to your documents by selecting the icon. Enter the passcode for each signer and then select Save.

Adding Attachments

Adding attachments requires the signer to attach a file before they are able to complete the document. 

• To add an attachment, select the icon. Enter the name of the attachment and then select the recipient.
• You can add another attachment by selecting + Add Attachment Request. Once finished, select Save.

Setting Email Reminders

To set email reminders for your signers, select the icon. A pop-up will appear where you can set the Send Reminders toggle to Yes. You can also choose to have your signers redirected to another page after signing the document.

• To do this, set the Redirect to Page After Signing toggle to Yes.
• You will then need to enter in the URL for the page to redirect to and then select Save. 

Once you have adjusted all of your settings, select Send. After your document has been sent, you can view where the document is in the signing process by selecting the icon next to the document name.