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Step 28 of 36

Have partners sign agreements and policies

Every partner reads and signs your contractor agreement and your policies in their app, and signs again when you change the words.

PartnersPartner recordsAgreements and policies Open Agreements and policies

New applicants sign your contractor agreement at onboarding. This gets a signature from everyone else too, and from everyone for your own policies.

  1. 1

    Open Agreements and policies

    In the menu, tap Partners, then Partner records, then Agreements and policies.

  2. 2

    Add your agreement

    Tap Add your contractor agreement. It starts with the one from New partners. Change anything you like.

  3. 3

    Or add a policy

    Tap Add a policy, give it a name, like Keys and door codes, and type the words they sign.

  4. 4

    Pick who signs

    Leave Every current partner picked, or pick a few. Leave Let them know now ticked, and tap Save.

  5. 5

    They sign in the app

    It shows on their Today screen. They read it, tick the box, type their name and tap I agree and sign.

  6. 6

    See who signed

    Open it to see who signed and when, and tap See it for the exact words they signed. Tap Remind who hasn't signed for anyone still waiting.

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