Upload a Contract

Upload existing contracts to Clearmargin for e-signing or as records of already-signed agreements.

Upload for E-Signing

Use this when you have a contract PDF that needs signatures:

1. Go to "Contracts" > "New Contract".
2. Select a client.
3. Under "Upload Existing Contract", click to select a PDF file.
4. The contract is created with content type "PDF".
5. On the edit page, the Firma template editor loads automatically.
6. Drag and drop signature, initial, and date fields onto the PDF pages.
7. Add signers with names and email addresses.
8. Click "Send for Signing" to initiate the e-signature flow.

Upload Already-Signed Contract

Use this for record-keeping when a contract was signed elsewhere:

1. Go to "Contracts" > "New Contract".
2. Select a client.
3. Under "Upload Signed Contract", upload the signed PDF or image.
4. Enter a title and the date it was signed.
5. The contract is created directly in "Active" status.
6. It appears in your contracts list linked to the client, with the signed document attached.

Document Intelligence

When the Document Intelligence pipeline processes an uploaded document and classifies it as a contract, it can automatically propose creating a contract record. Review and approve the proposed action from the document details page.