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2. Upload and configure an agreement

With Pima, you can require a an agreement to be in place prior to sharing confidential documents with prospects and customers. To do this, you must first upload one.

Click the Agreement button on the left hand side, navigate to the Company Info tab, and scroll down to Choose File under the NDA section. You must be an admin to complete this action.

  1. Click on Agreements on the left hand side panel
  2. Click on Add Agreement on the top right corner
  3. Click on Choose File and select an agreement from your computer
  4. Fill in Agreement Name and hit Save Changes

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Once all required fields have been added, you will see a confirmation screen.

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Click on Next to start setting up your agreement. Pima supports several dynamic fields that you can leverage to set up your agreement template. Those fields will be filled out by the recipient of your agreement.

In the example below we are using the Text Field, Signature Field, and Date & Time field.

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Once you are ready to save your template, click on Continue on the top right, and save your changes by clicking on Create Template.

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That's it, you're all set! Your agreement is ready to be shared, with or without Documents.

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3. Share a document or an agreement