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Contracts

Send templated contracts to your employees for e-signature.

Adam de Lancey avatar
Written by Adam de Lancey
Updated over 2 months ago

Aboard's Contracts feature allows you to create new contract templates, which you can then send to your employees, and track the progress of the contract from Draft to Signed.

Getting Started

All contracts are created and sent in the Admin Portal and will require Admin or Manager access level. Your first step will be to create a new template.

Once you have named the template, you can then start adding the content. You can add:

  • Text

  • Headings

  • Lists

  • Lines

  • Links

  • Tables

  • Images

  • Placeholders

  • Company logo (added automatically from your Company Settings).

Once saved, you will then be able to publish the contract and send it to your employees.

Sending a Contract

To send a new contract, click on the template that you wish to use, and then "new contract". Choose a name, the employee, and the template that you wish to send.

Before sending, you can edit the template, as well as add additional signers if not just the selected employee needs to sign.

When you're ready, click send, and then each of the signers will receive an email notification.

To check the progress of the contract, you can go to the Requests section of your Contracts setting, then you will find 3 statuses - Draft, Pending, and Signed.

Signing the Contract

To complete the contract, the signatories will be able to view the contract in their browser and then have 3 options for signing - drawing their signature, typing their name and selecting the font, or uploading an image of their signature.

Once signed, it will show the status of "Signed" in your Requests tab, and the Employee profile in the Admin portal.

Finally, once signed, the contract within the Admin portal will also show the document history, including when the contract was sent, viewed, signed, and completed.

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