Add Recipients to Contract

This page contains steps to add recipients to a contract. To send a contract, refer to steps to Send Contract.

New Contract

To add recipients to a new contract that has not yet been sent, follow these steps:

1. Choose Contracts from the main menu.

2. Under the Recipients column, click the Import button on the contract record. Data items for the contract are displayed in red. All imports must include an employee ID.

3. Select an option to import recipients:Import a Text File — Select the CSV file and click Open.Paste Contract Data — Type in the comma-separated data without spaces.

4. Click Import.

5. Select the fields to match the data. Matched data items are updated with a green checkmark.

6. Click Save.

7. Verify the imported recipient list is correct. You may edit, add, or remove recipients. To add recipients, select one of two options:Quick Add — Add a single recipient. Enter the Employee ID and First Name and click Save.Bulk Add — Select an option to import data:Import a Text File — Select the CSV file and click Open.Paste Contract Data — Type in the comma-separated data without spaces.Click Import.Select the fields to match the data.Click Save.

8. Click the Contract tab to preview the contract letter and verify personalized content has been inserted into the contract successfully.

9. Click Exit. 

Existing Contract

To add recipients to a contract that was already sent out, follow these steps:

1. Choose Contracts from the main menu.

2. Under the Recipients column, click the Edit button or click the record's down arrow and select Preview.

3. Select an option to add recipients:Quick Add — Add a single recipient. Enter the Employee ID and First Name and click Save.Bulk Add — Select an option to import data:Import a Text File — Select the CSV file and click Open.Paste Contract Data — Type in the comma-separated data without spaces.Click Import.Select the fields to match the data.Click Save.

4. Click Exit.