Creating Contracts

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

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

How to Create Contracts in Motion.io

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

Step 1: Upload a PDF or Image File

From the "Contracts" page of your account, click the "Create Contract" button. Next, drag the PDF or image file for the contract you'd like to make electronically signable into the window and click "Upload."

Step 2: Configure Your Fields

After uploading your contract, click "Edit Fields" to bring up the 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 contracts.

Add New Fields

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

Create Custom Field Labels

The "TextField" option in the field editor allows you to specify whatever information you need from the person submitting your contract. 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 contract.

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 contract. The first field you add to a contract 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 contract, allowing you to easily specify who is responsible for completing a particular field.

Step 3: Save Your Contract & Attach 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. Once you do so, the contract will be available in you library and can be attached to tasks in your Motion.io projects and templates.