The Engagement Agreement can be used across your platform, including as a part of a Service.
Whether you have one agreement or several agreements designed for specific services, you can add each engagement agreement to Fidu as a document to streamline the engagement process and reduce the manual administration of a client hiring your firm to represent them.
Follow these steps to create your Engagement Agreement:
Navigate to the “Productize” menu.
Select “New” and then “Document”.
Decide if you want the Document to be “self-serve” or “approved” (you can change this later)
Select the Topic. Hit Save.
Customize the Document Settings - Create the Internal and External name and description. Ensure that “Signable” is checked. Hit save.
Add a signature to the document by selecting "New Signature" and labeling it accordingly.
Navigate to the “Document” from the top menu to either upload the document as a .docx file or paste it from another source. Hit save.
Navigate to “Questionnaire” from the top menu to create a form to gather the necessary information for the engagement agreement. You will need First Name, Last Name and Email, at a minimum.
Use the following variables to ensure the questions populate the client/user records in the signup form/Engagement process:
client_name - If the client is an organization
user_first_name - The user record's first name.
user_last_name - The user record's last name.
user_email - The user record's email address.
Navigate back to the “Document” from the top menu to map your client information in the appropriate places in the document by clicking the green plus sign. You can drop your cursor or highlight the text. Hit save.
Your document is now ready to be used AND connected to a Service to streamline the signature and payment process!