How to create, upload, and assign Legal Documents in your TalentDesk account
Create or Upload Legal Documents
Attach Legal Documents to Platform Invitations
Attach Legal Documents to Task Invitations
How to Track Document Confirmation
Create or Upload Legal Documents
To locate or create Contract Templates on TalentDesk, navigate to the Legal section in your sidebar navigation menu and open Contract Templates.
If you have any existing contract templates in your account, you will see them listed here.
Clicking the three dots (...) next to each document will display a dropdown menu with options to preview the document, request ad hoc signatures, create a new version, or archive the file.
To create a new document, simply click the blue "Create Contract Template" button located in the top right corner of the page.
Details. Configure your document and fill in all the necessary fields
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Title (mandatory)
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Description
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Version Number (mandatory)
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Contract Terms (mandatory) - Definite or Indefinite
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Renewal details (mandatory) - If yes, select if this will need to be manually renewed and set the notice and reminder expiration date.
Type. Choose the type of document you are creating, Checkbox or E-signature.
Checkbox (FREE)
Uploading a static PDF or using our built-in editor is a free feature, but these files are not customizable. Recipients confirm their agreement by checking a box and entering their name, with the confirmation date automatically set to today.
Contract Template. When your file is uploaded and configured to your liking you can save it as a draft and come back to finish later, or publish it.
Note: Once you send a document out for confirmation, the file will no longer be editable. If you need to make changes you will need to create a new version of the document and archive the original.
E-Signature (charges apply).
Alternatively, you can utilize our integrated E-signature service to completely customize your legal documents and add text, dates, signature fields, etc. With this option you can also assign up to two countersigners within your organization.
To see the full workflow on how to configure your contracts for e-signature, please visit,
E-signature, how does it work.
Attach Legal Documents to Platform Invitations
You can attach any active legal documents in your account to provider invitations through the Required Legal Documents field. You can include as many legal documents as necessary.
Providers must confirm or sign any legal documents attached to a platform invitation as a necessary Get Started step before they can officially become members of your TalentDesk network.
Please note: Documents set up for E-signature will incur a small fee for each signed document. These E-signature charges will be reflected on your organization's monthly license fee invoice. For more information about our integration with SignNow, please contact your Customer Success Manager.
Attach Legal Documents to Task Invitations
Legal documents can also be attached to task invitations, requiring Providers to acknowledge and confirm them before starting any work that necessitates a legal agreement.
Note: E-signature is not available at the task invitation level at this time.
The Provider(s) will receive a notification via email when they have been invited to a task and will be prompted to review and confirm any legal documents before starting any of the work.
How to Track Document Confirmation
To see who has been assigned a legal document and their confirmation status, first select the file you would like to review within Contract Templates under the Legal section in your sidebar menu.
In the Overview tab you can see all the configuration details and see your document in a preview window.
Under the Confirmations tab, you will see a list of users you have assigned the document to, their confirmation status, confirmed date, and the effective and/or end date if applicable.
Clicking on the three dots (...) next to each user opens a dropdown menu where you can view the document, cancel the document (if confirmation is pending), and view any countersigners (if applicable).
To learn how to swap out a contract with a Pending status that is attached to a Provider's invitation, please review this article.