When to Use This
You need to review the terms of your rep agreement
You want to download a copy of a document you signed
You need to check if you've completed all required paperwork
You're looking for your W-9 or other tax documents
You want to see any addendums or special agreements attached to your contract
Step-by-Step Walkthrough
Accessing Your Documents
Log in to Sequifi. You'll land on your dashboard after signing in.
Click on your initials in the upper right corner. A dropdown menu appears.
Select "View Profile." This opens your full profile page.
Click on the "Documents" tab. This shows all documents associated with your account.
Understanding Your Document List
On the Documents tab, you'll see a list of all documents you've signed or that are attached to your profile. Common documents include:
Rep Agreement Your main employment or contractor agreement that outlines:
Your position and responsibilities
Commission structure and pay terms
Agreement duration
Company policies and expectations
Termination conditions
W-9 A tax form that provides your taxpayer identification information (Social Security Number or EIN) to the company for 1099 reporting.
Background Check Authorization If your company requires background checks, this document authorizes them to run the check.
Addendums Additional documents that modify or add to your main agreement. These might include:
Special bonus arrangements
Tier bonus structures
Temporary commission adjustments
Non-compete agreements
Housing agreements
Equipment agreements
Other Documents Depending on your company, you may have additional documents such as:
Company handbook acknowledgment
Policy agreements
Training certifications
State-specific disclosures
Viewing a Document
Find the document you want to view in the list.
Click on the document name or the "View" option. The document opens for you to read.
Review the document contents. You can scroll through to see all pages and sections.
Look for your signature. Signed documents show your electronic signature and the date you signed.
Downloading a Document
Open the document you want to download.
Look for a download icon or "Download" button. This is typically near the top of the document viewer.
Click to download. The document saves to your computer as a PDF file.
Save it to a safe location. Keep copies of your important documents for your personal records.
Checking for Unsigned Documents
Sometimes you may have documents that still need your signature.
Review your document list. Look for any documents marked as "Pending" or "Unsigned."
Click on the unsigned document.
Review the document contents.
Follow the prompts to sign. You'll typically click a "Sign" button or designated signature area.
Complete your electronic signature. Type your name or draw your signature as prompted.
Submit the signed document. Click "Submit" or "Finish" to complete the signing process.
Important: Unsigned documents may delay your pay or cause compliance issues. Complete any pending signatures as soon as possible.
Understanding Document Status
Documents may show different statuses:
Signed – You've completed and submitted your signature
Pending – The document is waiting for your signature
Completed – All required signatures are done (if multiple people need to sign)
Expired – The document or offer has passed its deadline
If you see a document with an unexpected status, contact your manager or admin for clarification.
Types of Documents Explained
Rep Agreement / Contractor Agreement This is your primary document that defines your relationship with the company. It typically includes:
Your classification (1099 contractor or W-2 employee)
Commission rates and payment terms
Override structures (if applicable)
Length of the agreement
Responsibilities and expectations
Grounds for termination
Review this document carefully so you understand your compensation and obligations.
W-9 (Request for Taxpayer Identification Number) This IRS form provides your tax identification information. The company uses it to:
Prepare your 1099 at year end
Report payments made to you
Verify your identity for tax purposes
Background Check Authorization This document gives the company permission to:
Verify your identity
Check your criminal history
Review other background information as applicable
Addendums These modify your main agreement without replacing it entirely. Examples include:
A bonus addendum outlining a hiring bonus and repayment terms
A tier addendum detailing performance-based commission increases
A territory addendum defining your sales area
A housing addendum covering company-provided housing terms
Non-Compete / Non-Solicitation Agreements If applicable, these documents restrict:
Working for competitors during or after your employment
Soliciting company customers or employees
Using confidential information
Tips and Common Mistakes
Download copies for your records. Don't rely solely on Sequifi to store your documents. Download and save copies to your personal computer or cloud storage.
Read documents before signing. Take time to understand what you're agreeing to, especially for your rep agreement and any addendums.
Complete pending signatures promptly. Unsigned documents can delay your onboarding completion and potentially your pay.
Check documents after promotions or renewals. When your position changes or you renew your agreement, new documents may appear that need your signature.
Know where to find your commission structure. Your rep agreement typically contains your commission percentages. You can also see this in the Commissions tab of your profile.
Ask questions before signing. If you don't understand something in a document, ask your manager or HR before signing. Once signed, you're bound by the terms.
Keep track of agreement dates. Know when your agreement started and when it ends (if applicable) so you're prepared for renewals.
Common Questions
What if I can't find a document I signed? All signed documents should appear in your Documents tab. If something is missing, contact your admin. They may need to resend it or check the system.
Can I request changes to a document? Before signing, you can discuss terms with your manager or HR. Once a document is signed, changes typically require a new document or addendum.
What happens if I don't sign a required document? Your onboarding may be incomplete, which could delay your access to the system or your pay. Complete all required signatures as soon as possible.
How do I know if a document is required? Required documents are typically marked as mandatory during onboarding. If you're unsure, ask your manager or admin which documents you need to complete.
Will I get a new rep agreement every year? This depends on your company's policy. Some companies do annual renewals with new agreements, while others have indefinite agreements that continue until terminated.
Where do I find my 1099 tax form? 1099 forms are typically mailed to your address on file in January for the previous tax year. Some companies may also make them available electronically. Check with your admin if you haven't received yours.
Can I sign documents on my phone? Yes, Sequifi is accessible on mobile devices, and you should be able to view and sign documents from your phone or tablet.
What to Do Next
Now that you understand how to view your documents, explore these related topics:
Editing Your Profile – Update personal information
Managing Banking & Tax Info – Keep payment details current
Viewing Your Organization – Understand your position and structure
Understanding Your Commissions – See how your pay is calculated
If you have questions about a document or need help completing a signature, reach out to your manager or our support team and we'll be happy to assist!