How to create a custom contractor agreement for your company

You can create custom templates that allow you to manage and use personalized contract templates for various countries. This simplifies contracting with new and existing contractors. You can only use custom contracts for standard contractors. Plus contractors are required to use our Remote templates to guarantee maximum indemnity coverage.

In this article, we will cover the following: 

• How to create a new custom contractor agreement template
• How to edit a custom contractor agreement template
• What are smart fields vs. manually entered fields?

How to create a new custom contractor agreement template

1. Go to the Documents section on your dashboard and click on the Templates tab.
2. If no templates have been created, the list will be empty. Click on New template to start your custom template.
   
   
   
3. From the modal, include the details of the custom contractor agreement template, then click on Create template. 
4. On the editor interface, include the content for this custom agreement.
   Note: PDF uploads are not available at this time.
5. Use the editor to modify the content and layout. Add necessary details, including signature fields for digital signing, and incorporate smart fields like Service Start Date or Contractor Name.
6. Once it's ready, click on Publish. Once published, you can use this template to issue new contracts to new or existing contractors. During contract creation, you’ll be prompted to choose between your custom template or a Remote localized template.
   

When you use a template as a contract, you will be prompted to select a signatory for each contract. Currently, it’s not possible to have multiple active templates for the same country.
Related guide: How to sign contractor agreements and assign signatories

How to edit a custom contractor agreement template

You can always edit the contract template. This won’t affect already signed contracts, but will apply to new ones. You can always issue a new contract. 
See also: How to create contractor agreements after onboarding

1. To edit a published custom contractor agreement template, from the Templates section, click on the three dots icon. 
2. Choose Unpublish. Once the template has been unpublished, you will then have the option to edit the template. 
3. Once the edits have been made, click on Publish to make the template available again. 
   
   

What are smart fields vs. manually entered fields?

Smart fields

Smart fields are document placeholders that get populated automatically with the data in our platform. Some of them may get populated once the contractor completes their onboarding. For example, their passport number or type of identification document.

Manually-entered fields

Manually-entered fields are also document placeholders but they do NOT get populated automatically. You can create a manually-entered field for anything you need to populate that may be unique to each contractor, but you will have to fill them in manually when you create that contract.