Agreements Hub

Go to Admin → Agreements → Templates. Each starter row carries a small STARTER badge. Click any row to preview its body and merge tags before adopting it.

Edits to a starter template create a new version. The "Reset to starter" button on the editor toolbar reverts your customisations and pulls in any upstream improvements TempClock ships in a later update.

The Diff vs starter button shows exactly which lines you've changed. Handy before a compliance review or when you want to know if it's safe to reset.

Templates start as Draft. Toggle to Active before the send wizard will let you pick them. Archived templates stay in the library for audit but can't be sent again.

Type to search your client list. Once you pick a client, the wizard shows their saved contacts underneath. If the right contact isn't there, hit + Add contact: name, email, role, and whether they are the primary contact for this client.

Only active contacts can receive paperwork — deactivated ones stay in the contact list for audit but won't appear here.

Choose one or more active templates to bundle into a single send. Templates are filtered by category so it's easy to find what you need. The wizard previews the merge-rendered body using the chosen client + contact so you can see exactly what they'll get.

Each template can have custom fields defined by you (e.g. deal value, contract start date). The wizard surfaces them here as form inputs. You can also write a short cover note that appears at the top of the recipient's landing page — useful for context like "Please sign by Friday so we can kick off Monday."

The final screen summarises everything: recipient, documents, custom field values, expiry date. Hit Send and TempClock dispatches the email and logs a sent event against every doc in the bundle.

One row per client. Shows their primary contact, how many docs are awaiting signature, how many they've signed, and when they last interacted. Use the search to narrow to one client; click any row to open their detail page.

Four stat tiles at the top: Clients on file, Awaiting signature, Viewed today, Expiring < 7 days.

Click a client to see Awaiting docs (amber panel at the top), Signed docs (with download links), the client's contacts, and a live activity timeline on the right column.

From here you can re-send a link, copy the recipient URL, jump to countersign, or download the sealed PDF.

Every event across every send, filterable by event type, client, and date range. The export buttons on each row give you a JSON or PDF audit certificate for that send — handy if a client questions a signature.

Templates with Auto countersign enabled apply your on-file Aligra signature immediately after the recipient signs. The doc transitions signed → awaiting_countersign → sealed in seconds and the recipient receives the sealed PDF by email.

Templates without auto-countersign sit in the Admin → Agreements → Countersign queue until you act on them. Each row offers two buttons: Apply on-file signature (instant) or Draw new (signature pad modal for a fresh signature).

This is useful when you want a senior person's name on a high-value contract rather than the default signatory.

Each send has an expires_at timestamp. The default is 30 days from dispatch but you can change it per send. After expiry the link returns a friendly 410 and the recipient is told to contact the sender.

A cron job (cron/agreements_sweep.php) runs hourly and flips any past-due sends to expired, logging an expired event. The same cron sends reminder emails for sends approaching expiry (default: 7-day warning).

Expired sends can't be revived — that would break the audit trail. Instead, open the client page and use the send wizard again to dispatch a fresh bundle. The previous expired send stays visible in the activity log.

Use a transparent PNG of the signatory's real signature, ideally 600×200px at 300 dpi. Drop it into the file picker on the settings page.

This appears next to the image in the sealed PDF. Use the legal name as it appears on the signature itself, e.g. James Adair, Managing Director.

Send yourself a test send (see below). After you sign it, TempClock should auto-countersign within a second and you'll see the sealed PDF in your inbox.