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this video is going to go over how to add contracts and agreements to your dashboard first you will start on your mission control go down to document templates once you are here you will add a template to add a new one type in the name of it and then you can add these different fields in here if you want certain things if you want to have the name of the person that youre sending it to be automated formatted you just can copy this and put here you can then type out or you can copy from another document and paste it into here to add a signer click add sign sign label it with a client signature or candidate signature you click add and then you can add on sign behalf of the organization user type this is going to be if its a candidate or client and then this is how you can set it for if its a certain automation so if you have it set to a certain status change this is where it would be if it is application complete if it was for a client category if its child care trigger if it is nan
