Crafting a personalized contract allows your clients and candidates to input information into designated fields, streamlining and optimizing your onboarding process. Follow these steps to create and manage personalized contracts:

1. Create a Template in Resources:
   • Navigate to the Documents Tab from the left-side main menu.
   • Select RESOURCES.
   • Click on ADD TEMPLATE.
   • Provide a name, description, and template content.
2. Customize with Drag-and-Drop Values:
   • Utilize the drag-and-drop feature for easy incorporation of fields such as initials, names, signatures, dates, and fill-in-the-blank spaces.
   • Enhance versatility by inserting images and hyperlinks as needed.
3. Complete the Template:
   • Add relevant images and hyperlinks using the dedicated icons.
   • Incorporate drop-and-drop values for applicants to input information manually.
   • Include signature boxes and date stamps for a comprehensive contract.
4. Save Your Template:
   • Click on ADD to save your customized contract/document template.

To send these documents:

• Navigate to the e-sign tab.
• Search for the desired applicant.
• Track document views, openings, and signatures to stay informed about the progress.

See below the step-by-step images.

Navigate to the Resources and create a template.

Next, build your document.

Send your document using the E-sign Tab on the main menu.

This is how the client/candidate will view the email and document sent by your NannyLogic Platform.