Screen Shot 2017-11-17 at 2.01.52 PM.png

Select Templates symbol on left sidebar

Screen Shot 2017-11-17 at 2.02.04 PM.png

Select Onboarding Templates folder

Screen Shot 2017-11-17 at 2.02.12 PM.png

Hover over Templates: Contractor Agreement, Workers Comp, W9 under Created column

Select Create Document

Screen Shot 2017-11-17 at 2.02.29 PM.png

New Son: Enter new Son's email address

Screen Shot 2017-11-17 at 2.02.42 PM.png

Select Add "_____@____"

Screen Shot 2017-11-17 at 2.02.56 PM.png

Complete First Name & Last Name fields

Select ADD

Screen Shot 2017-11-17 at 2.03.08 PM.png

Select Start editing

Screen Shot 2017-11-17 at 2.03.23 PM.png

Scroll down to RENT SONS signature

Screen Shot 2017-11-17 at 2.03.36 PM.png

Double click CLICK TO SIGN box

Select Draw, top left box

Screen Shot 2017-11-17 at 2.03.49 PM.png

Use draw tool to sign Pat B as signature

Select Accept and sign

Screen Shot 2017-11-17 at 2.04.00 PM.png

Select Send, right sidebar (green icon)

Screen Shot 2017-11-17 at 2.04.08 PM.png

Select Assign to me

Screen Shot 2017-11-17 at 2.04.14 PM.png

Select COMPLETE FIELDS BEFORE SENDING

Screen Shot 2017-11-17 at 2.04.25 PM.png

Save document name as *First letter of first name, period, Last name, space, dash, space, Contractor Agreement, Workers Comp, W9*

Screen Shot 2017-11-17 at 2.04.32 PM.png

Select SEND DOCUMENT

Screen Shot 2017-11-17 at 2.04.40 PM.png