Agreement templates live in SequiDocs. In the Admin view, go to SequiDocs > Templates, find Agreements and select View & Create. You can attach agreements to an offer letter, send them on their own with Send Documents, and see signed copies on each worker's Documents tab or in SequiDocs > Employee Documents.
Who can do this: Admins whose permission group includes SequiDocs Templates (for templates) or SequiDocs Documents (for Employee Documents). Your company must have the SequiDocs add-on. Sending needs the SequiDocs send permission. Seeing a worker's Documents tab needs access to their profile. Issuing a new contract needs the New Contract permission.
Create an agreement template
In the Admin view, open SequiDocs > Templates.
On the Agreements card, select View & Create, then New Template.
Template Settings: name and describe the agreement, then continue.
Create Template: write the agreement, or upload your own PDF under Blank Templates with Upload a pdf. If the PDF already has fillable fields, Sequifi asks whether to keep them: choose Include Fields or Do Not Include Fields.
Edit Template: review and finish the agreement, then save it.
The Agreements list shows Name and Description, with Edit, Use and Delete actions.
Send agreements
With an offer: add agreements to an offer letter template under Documents for Hiring (signed with the offer) or Post-Hiring Documents (signed after hire). See Offer letter templates (SequiDocs).
On their own: on the Templates page, select Send Documents, then To employees or To external recipients.
A new contract for an existing worker: open the worker's profile and select New Contract. If one is in progress, the button reads Draft Contract. See Issue a new contract to an existing worker.
See signed agreements
For one worker: open their profile and select the Documents tab.
For everyone: open SequiDocs > Employee Documents. You'll see a list of offices with Office Name, User and Status. Open an office to see its people, then a person to see their documents.
Filter documents by All Docs, Completed, InCompleted, Mandatory, Uploaded or Signed. SequiDocs doesn't track agreement end dates, and there's no Expired status.
What workers see
Workers find their own documents on their profile's Documents tab on the web. During onboarding, the app lists required documents and opens the browser to complete them. The app's regular Profile screen does not list profile documents. See Find and sign documents on your profile.
On the mobile app
Agreement templates can't be created or sent in the mobile app. Use a web browser.
Common questions
Where is "Sequadox"?
The product is called SequiDocs. It's in the Admin view left menu.
Where is the gear icon for agreements?
There is no gear icon. Agreements are managed in SequiDocs. User Management is under your company's name at the bottom of the Admin menu (Company Admins only), and it isn't where agreements live.
How do I know when an agreement expires?
SequiDocs doesn't track expiration. Keep end dates in your own records, and issue a New Contract when it's time to re-sign.
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Still stuck? Getting help from Sequifi Support.