Setting Up Agreement Links
Require clients to review and acknowledge your terms before submitting an intake form.
What You'll Need
Before setup, prepare:
- Your agreement document (PDF, webpage, or DocuSign link)
- A publicly accessible URL to the agreement
- Optional instructions for clients
Configuration Steps
- Go to Settings in the sidebar
- Scroll to Agreement Handling section
- Enter your Agreement Link (must start with https://)
- Add Instructions (optional, up to 500 characters)
- Click Save Agreement Settings
Agreement Link Examples
Your agreement link can point to:
- PDF file:
https://yourdomain.com/agreement.pdf - Google Doc:
https://docs.google.com/document/d/xxx/view - DocuSign:
https://docusign.com/xxx - Website page:
https://yourdomain.com/terms
Writing Instructions
Good instructions are clear and brief:
"Please review our Service Agreement before submitting. By checking the box below, you confirm you've read and agree to these terms."
"Click the link to view our project terms and conditions. This covers scope, timeline, and payment expectations."
What Clients See
When agreement is required, clients see:
- A "Review Agreement" button (opens your link)
- Your instructions (if provided)
- A checkbox: "I have reviewed and agree to the terms"
The checkbox must be checked before they can submit.
Important: The agreement link you set is snapshotted per submission. If you update the link later, past submissions still reference the original URL.