Creating Documents & Contracts

Motion.io's electronic document signing functionality lets you turn PDFs and other documents into signable contracts and agreements that clients can complete directly in their portals.

Before you can attach documents to client tasks in your Motion.io projects, you must create the documents you'll be using. This article will provide a complete walkthrough of how to do so.

How to Create Documents & Contracts in Motion.io

To create documents that clients can sign electronically, navigate to the "Documents" page of your Motion.io admin dashboard. This page is where you can create and manage the documents available to be filled out and/or signed within tasks.

Step 1: Upload a PDF or Image File

From the "Documents" page of your account, click the "Add New" button. Next, drag the PDF or image file for the document you'd like to turn into a signable contract or agreement into the window and click "Upload."

Step 2: Configure Your Fields

After uploading your document, click "Edit Fields" to bring up the document field editor.

In the editor, you can add new fields, edit existing fields, and specify which fields clients are responsible for completing and which ones you or your team members are.

The sections below provide an overview of the options and customizations available when configuring fields in your documents.

Add New Fields

You must set at least one fillable field to use the documents you create in Motion.io projects. The document field editor includes five fields you can add to a document and assign to clients or team members: Signature, Initials, TextField, Checkbox, and DateField.

Create Custom Field Labels

The "TextField" option in the document field editor allows you to specify whatever information you need from the person submitting your contract or agreement. You can collect information like email addresses, business locations, website URLs, and more using text fields.

Unlike the four other field options, text fields are open-ended, so we suggest specifying what information you're requesting by adding a custom label.

To create a custom label, click on a text field and expand the "Advanced Settings" dropdown. In the dropdown, enter the text you want to appear to clients and team members when they go to complete the document.

Add or Change Placeholder Recipients

Placeholder recipients allow you to specify whether a client or team member is responsible for completing the fields in a document. The first field you add to a document will only have the default "Client" placeholder, but adding additional types of recipients is straightforward.

To do this, expand the dropdown under "Placeholder recipient" and click "+Create new placeholder."

After creating a new placeholder recipient, it will appear as an option for each field you add to the document, allowing you to easily specify who is responsible for completing a particular field.

Step 3: Save Your Document & Start Attaching It to Tasks

After configuring all the necessary fields, exit the document field editor and click "Save" in the slideout on the right side of your screen. The contract or agreement you created will now be available in your document library and can be attached to tasks in your Motion.io projects and templates.