Contracts
Contracts overview
Understand contract templates, signing flows, document requirements, and customer agreements.
What you will accomplish
You will set up agreements and file types so your facility can collect signed storage contracts, waivers, and supporting documents (insurance, registration, and more) in one organized place.
When this section is set up well, customers know what they are signing, your team can find signed PDFs quickly, and new customers can complete paperwork during portal onboarding without confusion.
When to use Contracts vs Documents
Contracts are PDF agreements customers sign electronically (storage agreement, waiver, service authorization).
Documents are files customers or staff upload (insurance card, registration, driver's license, title).
Contracts and documents both appear on the customer record under Documents & Contracts, but they serve different jobs. Use the right tool so customers are not asked to sign a file that should only be uploaded, or upload a file when they should sign an agreement.
Best setup order for a new facility
Follow this order the first time your team turns on agreements and uploads.
- Create a reusable PDF template
Build your main agreement once in Create a contract template. Example: Vehicle Storage Agreement.
- Set up document types
Add upload categories in Configure document requirements. Example: Insurance, Vehicle Registration.
- Test a one-off send
Send a test contract from one customer record using Send a contract for signature before turning on automatic onboarding.
- Attach to onboarding (optional)
If every new customer must sign during portal setup, connect the template in Attach contracts to customer workflows.
- Review signed work daily
Use Review signed contracts and document history when you need proof, downloads, or status checks.
How-to guides in this section
- Create a contract template — upload a PDF and place signature, name, vehicle, and date fields.
- Configure document requirements — define Insurance, Registration, and other upload types.
- Attach contracts to customer workflows — require signing during customer onboarding.
- Send a contract for signature — email one customer a signing link from their record.
- Review signed contracts and document history — download PDFs, check status, void old agreements.
What the customer sees
Customers do not use the staff dashboard. They open a link in email or the customer portal and sign in a simple browser page.
Important words in plain English
Contract template means the reusable PDF your team starts from.
Field means a spot on the PDF for a name, vehicle detail, date, signature, or initials.
Document type means a label for uploaded files, such as Insurance or Vehicle Registration.
Customer onboarding means the steps a new customer completes in the portal after your team invites them.
Status on a contract might read Draft, Sent, Viewed, Signed, Completed, Cancelled, Expired, or Voided. Each status tells your team what happened and what to do next.
Related sections
- Facility Web Pages when contracts or uploads are part of public registration.
- Contacts when you invite customers to the portal or open a customer record.
- Settings for the full first-week facility setup path.
What success looks like
- At least one active contract template exists in Settings > Contracts & Documents.
- Document types match the files your facility actually collects.
- A test customer can open a signing link, sign, and show Completed on their record.
- Staff can download a signed PDF from Documents & Contracts on the customer record.