Start from Template

Build an agreement by using a pre-existing template

  1. Click the New Agreement button.
  2. Click Start from template to view all your existing templates

3. Click on any template group on the left to expand a view all templates in that group.
Note: You can hover over any template and click Preview to quickly view the document.

4. Click on the template you wish to use - you can click either the title of the template on the left or in the large preview on the right. 

5. The link builder will load. Within the builder you'll see fields and settings on the left and a preview on the right.

  • On the left, you can:
    • Fill your Fields
      • This may or may not be present depending on how the template was set up. If there are fields to complete they'll be listed and you can enter the requested information.
    • Add attachments
      • Optionally, you can attach content to any link via this section. For example, this is helpful when referencing a specific clip or image as related to an appearance or copyright agreement.
    • Select a Destination Folder
      • This is an important step. It is how you define where you want the final signed agreement to be stored in Harbour.
    • Choose authentication
      • This is where you can provide the signer names/emails if the template is set up to require them. If you expand this section and see Public link, there is no action to be taken.
    • More Settings
      • This is where you can select email notification options, customize the URL, and define an internal dashboard link name. All settings here are optional 
  • On the right, you can:
    • View the Signer Preview (default view). This shows exactly what the signer will see when you send them the link.
    • View the PDF Preview. This shows the document itself. It can be accessed by clicking PDF preview at the top, or View Document within the signer preview. 

6. When you have completed all required items on the left, click Create on the bottom of the screen.

6. Your link will be created! Once the link is created you'll have the following options in the success modal that appears
  • Copy link - you can copy and paste the URL to send it to the signer(s).
  • Create Email - you can create an email that will directly send the link to the signer(s) through Harbour.
  • Show QR code - This will display the QR code for the URL. You can personalize and download here as well. For more info on QR codes, click here.