Agreements

Agreements – Studio Operations

In this article, we’ll walk through the Agreements section located under the Studio Operations tab and show you how to create, manage, and send agreements and waivers.

The Key Steps

1. Navigate to the Agreements Section

Click on the Studio Operations tab in the left-hand navigation menu.
Click on Agreements.

Here, you will be able to:

  • Create new agreements or waivers
  • Build and manage templates
  • View sent agreements
  • Track agreement status (Viewed, Signed, etc.)

2. Create a New Agreement

Click the Create New Agreement button.

You will see the agreement builder, where you can:

  • Enter the Title of the agreement
  • Use the main content block to enter your agreement text
  • Drag and drop different form elements into the agreement

Available elements include:

  • Signature fields
  • Additional signature fields (if multiple signatures are required)
  • Initial fields
  • Date signed fields

3. Customize Agreement Fields

Click directly on any text block to edit the wording.

For signature or initial fields:

  • Click the Settings icon on the element
  • Choose whether the field is Required or Optional
  • Adjust the field settings as needed

You can fully customize the layout and structure of the agreement to fit your needs.

4. Configure Agreement Settings

Once your agreement content is complete:

Click the Settings option.

From here, you can:

  • Rename the agreement
  • Add a description
  • Toggle the agreement as Active or Inactive

Click Save once finished.

After saving, the agreement will be available for use throughout the system.

5. Send an Agreement for Signature

Locate the agreement from your list.

Click Send for Sign.

You can then:

  • Select specific contacts to send it to
  • Send via Email
  • Send via SMS
  • Manually enter recipient information

6. Preview, Edit, or Delete an Agreement

From the agreement list, you can:

  • Click Preview to see exactly how the agreement will appear to recipients
  • Click Edit to make changes
  • Click Delete if the agreement is no longer needed

You can also monitor the status of agreements to see whether they have been viewed or signed.

If you have any questions about the Agreements section in Studio Operations, please reach out to the Market Muscles Support Team.