You can use engagements to add a document signature or e-signature requirement to your contractor onboarding experience. This feature is powered by Engagements.
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 Engagements section of your payer experience to get started.
From the left hand menu click Send Payments > Contractors > Engagements
Select the Engagement you want to add a requirement to
Click Add requirement
From the Select Requirement dropdown choose Create New Requirement
Fill out the Name of the requirement and choose e-signature as the Type
Drag a PDF file to upload into the upload field
Indicate whether a signature is required only of the contractor or both the contractor and the company
Within the document, label the signature or other fields required
For example, clicking Signature and then dragging it to where in the document the signature should be added
Once you've completed your template click Save Template
On the next prompt click Create Requirement
