Docs section
Contracts guides
Covers contract templates, signing workflows, document requirements, and customer-facing agreements configured from Settings.
Contracts overviewUnderstand contract templates, signing flows, document requirements, and customer agreements.Create a contract templateBuild a reusable agreement for storage, service, events, waivers, or onboarding.Send multiple contracts in one signing linkWhen one customer has several vehicles, bundle agreements so they sign once instead of opening separate emails for each car.Send a contract for signatureRequest a customer signature on a facility contract or agreement.Upload a document for a customerAdd insurance cards, registration, titles, and other files to a customer record when the customer emails them or brings paper to the front desk.Attach contracts to customer workflowsRequire the right agreements during customer onboarding or customer setup.Help customers complete onboarding paperworkWalk customers through contract signing and document uploads during their first portal setup.Configure document requirementsDefine the document types customers or staff should upload for facility workflows.Help customers upload documents in the portalSet up document types and show customers how to upload insurance, registration, and other files from the customer portal.Review signed contracts and document historyFind signed agreements, uploaded files, statuses, downloads, and history on a customer record.