Agreements
Send terms of business, assignment schedules and other paperwork to a client contact, have it signed online, countersign it and keep the sealed PDF with a full activity trail.
Last checked against the product:
Overview
One hub for client paperwork.
Agency console: Clients > Agreements. The Agreements Hub lists every client with paperwork on file, with counts for Clients on file, Awaiting signature, Viewed today and documents expiring within 7 days.
Before you start
- Agency console: a super admin or an Admin with the Agreements page.
- The client exists on Clients > Clients, with a contact email.
Set Up Once
Your company identity and signature.
Open Settings
On the Agreements Hub, click the gear button (Settings).
Company identity
Under Company identity, check the Company name, Contact email and Registered address that appear on signing emails and documents.
Your signature
Enter the Signatory name as it should appear on contracts and Upload an On-file signature image (PNG or JPEG).
Defaults and reminders
Set the Default validity (days), the Max validity (hard cap), and the First reminder (days after send) and Second reminder (days after send). Choose which events notify you under Notification preferences. Click Save settings.
Templates
Start from the starter library.
Have your solicitor check every template before you send it to a client. TempClock provides the signing tool, not legal advice.
Send Paperwork
A five-step wizard.
Start
On the Agreements Hub, or on a client's page, click Send paperwork.
Recipient
Pick the Client and the Contact. You can add a contact here.
Documents
Use Find a template and add each document. The bundle can be dragged into order.
Customise and From
Fill in any fields, check the Validity (days), and check who it is Signed by (your signatory).
Review
Add a Cover note (optional), or a Schedule send (optional) time, then click Send paperwork.
Track and Countersign
From the hub.
| Where | What you see |
|---|---|
| A client's page (click Open →) | Documents grouped by status, the contacts, and an activity timeline. View signing link →, Download PDF → for sealed copies, and Countersign → when one is waiting for you. |
| Manual countersign queue (from Countersign →) | Every document waiting for your signature. Apply the on-file signature, or draw a new one, and click Submit signature. |
| Activity on the hub | The Activity log: every event across every send, filtered by event, client and date. Export a send's trail as PDF or JSON. |
The recipient opens the link, reads each document, can Ask a question, signs and clicks Confirm. Once every signature is in, the PDF is sealed and the recipient gets a copy.
In the Client Dashboard
Off unless your agency switches it on.
Sending agreements from the client dashboard is switched off by default. When it is on, the client dashboard has an Agreements area with Send agreements, Counter-sign, Recipients and Your signature, for tenant managers and admins. Ask your agency or TempClock if you need it.
Troubleshooting
Common questions.
| Problem | Check |
|---|---|
| Countersign says the on-file signature is not configured | Upload the On-file signature image in Settings. |
| The recipient says the link has expired | Send the paperwork again. The validity is set per send, up to the hard cap. |
| No reminders are going out | Check the reminder days in Settings. 0 means no reminder. |
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