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What you will accomplish

You will set up agreements and file types so your facility can collect signed storage contracts, waivers, and supporting documents (insurance, registration, and more) in one organized place on each customer record. When this section is set up well:
  • Customers understand what they are signing and receive links that work on a phone or computer.
  • Your team can find signed PDFs and uploaded files in seconds—not in email threads.
  • New customers can finish paperwork during portal onboarding without repeated phone calls.
  • Front desk staff know whether to send a contract (signature required) or accept an upload (file only).

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Who this section is for

These guides are for facility owners, managers, and front-desk staff who send agreements, collect uploads, and check whether a customer finished signing. You do not need technical skills—only access to Settings and Contacts in your dashboard.
Contracts and Documents settings page showing contract templates at the top and document types for uploads below
Most setup starts in Settings > Contracts & Documents. Templates are at the top; upload categories are farther down the page.
Settings page Contracts and Documents showing contract templates list and document types for uploads
After setup, every agreement and upload for a customer appears on their record under Documents & Contracts.

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When to use Contracts vs Documents

Contracts are PDF agreements customers sign electronically (storage agreement, waiver, service authorization).Documents are files customers or staff upload (insurance card, registration, driver’s license, title).
Document types for uploads section in settings showing Insurance and Vehicle Registration categories
In Settings > Contracts & Documents, contract templates are at the top and document types for uploads are farther down the page. Use the right section for each job. Contracts and documents both appear on the customer record under Documents & Contracts, but they serve different jobs. Use the right tool so customers are not asked to sign a file that should only be uploaded, or upload a file when they should sign an agreement.

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Best setup order for a new facility

Follow this order the first time your team turns on agreements and uploads.
1

Create a reusable PDF template

If you do not already have a lawyer-reviewed PDF, start with Buy a ready-made contract template. Then place fields in Create a contract template. Example: Car Storage Agreement or Vehicle Storage Agreement.
2

Add booking on the agreement (optional)

If the first visit should be booked while they sign, add Event Scheduling using Schedule a service while signing a contract. Example: Vehicle Drop Off.
3

Set up document types

Add upload categories in Configure document requirements. Example: Insurance, Vehicle Registration.
4

Test a one-off send

Send a test contract from one customer record using Send a contract for signature. You will walk through Setup → Fields → Review before the customer receives email. If your test customer has two vehicles, try Send multiple contracts in one signing link.
5

Practice a staff upload

Upload a sample insurance card with Upload a document for a customer so your team knows where files live on the record.
6

Attach to onboarding (optional)

If every new customer must sign during portal setup, connect the template in Attach contracts to customer workflows.
7

Review signed work daily

Use Review signed contracts and document history when you need proof, downloads, or status checks.
Why this order helpsTemplates come first because every signing request needs a template. After one test send works, you can safely connect onboarding or registration without guessing whether email links and PDF fields are correct.

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How-to guides in this section

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What the customer sees

Customers do not use the staff dashboard. They open a link in email or the customer portal and sign in a simple browser page.
Customer contract signing page showing agreement title, vehicle details, signature pad, and Sign Contract button
The signing page shows the agreement, vehicle details when needed, and a place to draw a signature. Staff configure this experience from templates and send links from the customer record.

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Important words in plain English

Contract template means the reusable PDF your team starts from.Field means a spot on the PDF for a name, vehicle detail, date, signature, initials, or Event Scheduling (a box that books a visit such as Vehicle Drop Off while the agreement is sent or signed).Document type means a label for uploaded files, such as Insurance or Registration (your facility may use Vehicle Registration or a similar name).Customer onboarding means the steps a new customer completes in the portal after your team invites them.Status on a contract might read Draft, Sent, Viewed, Awaiting team signature, Signed, Completed, Cancelled, Expired, or Voided. Each status tells your team what happened and what to do next.

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Contract status at a glance

Front desk staff often ask, “Did they sign yet?” Use this table before you call a customer or resend email.
Full steps for downloads, resends, and cancellations are in Review signed contracts and document history.

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Daily paperwork habits that prevent support calls

1

Morning: scan new uploads and signatures

Open Contacts for customers who finished onboarding yesterday. Check Documents & Contracts for Completed contracts and required uploads.Expected result: You catch missing insurance or unsigned agreements before the car is released or billed.
2

When a customer calls about email

Search their record first. If status is Sent or Viewed, resend from the contract card (see Review signed contracts and document history) and ask them to check spam folders.
3

When email attachments arrive

Save files with Upload a document for a customer the same day. Do not leave insurance photos in personal inboxes.
  • Facility Web Pages when contracts or uploads are part of public registration.
  • Contacts when you invite customers to the portal or open a customer record.
  • Settings for the full first-week facility setup path.

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What success looks like

  • At least one active contract template exists in Settings > Contracts & Documents.
  • Document types match the files your facility actually collects.
  • A test customer can open a signing link, sign, and show Completed on their record.
  • Staff can download a signed PDF from Documents & Contracts on the customer record.
Customer record showing Documents and Contracts with an uploaded file and a sent or completed agreement
When paperwork is working well, each customer record shows clear contract statuses and organized uploads in one place.

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Common mix-ups (and how to avoid them)

Customer asked to sign an insurance cardInsurance and registration are usually uploads, not contracts. Use Upload a document for a customer or turn on portal uploads in Configure document requirements.
Two cars, two separate emailsWhen one owner stores multiple vehicles under the same agreement, use Send multiple contracts in one signing link so they receive one email and one signing session.
Agreement shows blank vehicle detailsThe customer record needs the correct car before you send or before they reach Contract Signing in onboarding. Add or fix the vehicle in Contacts or Cars, then send a new contract if the old one had wrong information.
Customer signed but never booked drop-offIf the first visit should happen as soon as they sign, add Event Scheduling to the template. Staff or the customer can click Schedule Vehicle Drop Off (or the matching service name) during send or sign. See Schedule a service while signing a contract.
Customer says the email never arrivedConfirm the email on the customer record, resend from the contract card, then check spam. If corporate email blocks the message, open View contract and share the browser link by text when your facility allows. See Send a contract for signature and Review signed contracts and document history.
Portal onboarding stuck after signingAsk the customer to tap Refresh Status on the contract step during onboarding, then Continue. Staff can confirm Completed on the customer record while you stay on the phone. See Help customers complete onboarding paperwork.

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What to do next

After your first test send works:
1

Train front desk staff

Share Upload a document for a customer for email attachments and Review signed contracts and document history for “did they sign yet?” questions. If you bought a store PDF, keep the Word file for your attorney and only send the unmarked uploaded template.
2

Turn on portal onboarding (optional)

When every new customer must sign online, follow Attach contracts to customer workflows.