Contracts

The contract question type lets you embed signable documents directly in your forms. Powered by NueSign, it supports markdown-based contracts, PDF uploads, multi-party signing, and legally-compliant audit trails.

Adding a Contract Question to Your Form

1. Open the form builder and click the Add tab in the sidebar
2. Scroll to the Advanced section in the question palette
3. Click Contract to add it to your form
4. The contract question appears in your question list like any other question

You can place the contract question anywhere in your form flow. Combine it with other question types to build complete workflows — for example, collect contact information first, then present the contract for signing.

Writing Contract Text (Markdown Mode)

Click Manage Contract Settings in the question's side panel to open the contract settings modal. In the Document tab, select Write Contract.

The Markdown Editor

The editor supports standard markdown formatting:

• Bold, italic, headings (#, ##, ###)
• Bullet lists, numbered lists
• Horizontal rules (---)
• Links and inline code

Inserting Inline Fields

Use the Insert Field button in the toolbar to add fillable fields at the cursor position. Fields use the {{type:label | properties}} syntax:

Full name: {{text:Full Name | required, slot=1}}
Signature: {{signature:Client Signature | required, slot=1}}
Date: {{date:Signing Date | required, slot=1}}

Inserting Variables

Use the {x} Insert Variable button to insert dynamic values:

• Previous question answers — reference answers from earlier in the form
• System variables — {today_date}, {form_title}
• Slot variables — {slot1_firstName}, {slot1_lastName}, {slot1_email} (resolved from session configuration)

Preview

Toggle the preview to see how the contract will render with sample data. Inline fields are highlighted with slot-assigned colors.

Uploading a PDF and Placing Fields

In the Document tab, select Upload PDF to use an existing PDF document.

Upload

1. Click the upload area or drag a PDF file (max 25MB)
2. The PDF pages render in the editor using a page-by-page viewer

Placing Fields

1. Select a field type from the palette at the bottom (Signature, Initials, Text, Date, Checkbox, Email)
2. Select which signer slot to assign the field to
3. Drag the field type onto a PDF page — an overlay appears at the drop point
4. Click the overlay to configure its label and required status
5. Drag corners to resize, drag the center to reposition, click X to delete

Fields are color-coded by signer slot (blue, green, orange, purple, etc.) for easy visual identification.

Field positions are stored as percentage coordinates (0-1) so they scale correctly across different screen sizes.

Creating Signer Slots

Switch to the Signer Slots tab in the contract settings modal.

Adding Slots

1. Click + Add Signer Slot to create a new slot
2. Enter a label for the slot (e.g. "Buyer", "Seller", "Witness", "CEO")
3. Each slot is auto-assigned a color from the palette
4. Assigned fields are auto-populated by scanning the contract body for slot=N matches

Configuring Signing Order

Set the Default Signing Order at the top:

• Any order — all signers can sign simultaneously
• Sequential — signers must sign in slot order (1, then 2, then 3...)

This default can be overridden per session.

Reordering Slots

Drag the ≡ handles to reorder slots. This changes the default signing sequence for new sessions.

Consent Text

Below the slots, configure the consent text shown to all signers before they sign. The default text reads:

I agree that my electronic signature is the legal equivalent of my handwritten signature and that I intend to be bound by this document.

Check Use custom text to edit the consent language.

Setting Up Signing Sessions

Switch to the Sessions tab to create and manage signing sessions.

Creating a Session

1. Click Create New Session
2. For each signer slot, optionally enter:
   • First name and Last name
   • Email (enables sending signing request emails)
3. Configure session settings:
   • Signing Order — Sequential or Any order (defaults from question settings)
   • Expires after — how long signing links remain valid (e.g. 30 days)
   • Password — optional password protection for the signing links
4. Configure Privacy settings:
   • Hide other signers' filled fields — each signer sees others' fields as blurred
   • Require email verification — 6-digit code before viewing
5. Configure Signer Copies — Ask, Always send, or Disable
6. Configure Notifications — email addresses and event triggers
7. Optionally enable Signing request emails with a custom message template
8. Click Create Session

After creation, each signer slot receives a unique short link (e.g. https://nue.fm/s/xK9f2).

Sharing Signing Links

• Click the clipboard icon next to individual links to copy them
• Click Copy All to copy all links, password, and expiry in a formatted block
• Click Send All Emails to send signing request emails to all signers with email addresses

Tracking Signing Progress in the Dashboard

Session Overview

The Sessions tab shows all active and completed sessions:

• Status badge — e.g. "1 of 3 signed", "Fully Signed"
• Individual signer status — Signed (with timestamp), Pending, or Declined
• Creation and expiry dates
• Session settings icons — password, hidden fields, copy mode

Active Sessions

For each pending signer, you can:

• Copy their individual signing link
• Resend the signing request email
• See when they signed (if completed)

Completed Sessions

When all signers have signed:

• Click Download PDF to get the fully signed document with audit trail
• The session status shows "Fully Signed"

Voiding Sessions

Click Void on an active session to invalidate all pending links. Signed parties are notified, and PDFs are watermarked "VOIDED".

Response Grouping

In the main responses dashboard, session responses are grouped into collapsed cards showing the overall session status, progress, and links to individual signer responses.