To create contracts on Habitat Financial, navigate to the Tools section on the left sidebar of Habitat Financial. To the top left of the Tools section, you should be viewing the Documents section and an orange “Create New” button. Upon clicking the “Create New”, you should be navigated to the “Create Signature Request” page. From that section, you should be able to name your document, upload your PDF document, and add optional notes. After completing the previous section, you can add signers to the document. Signers can either be chosen from pre-existing payees or can be created from the purple “Create New Signer” button.
Upon adding all your signers, click on “Continue”. In this new “Finish Document” section, you should be viewing your PDF document as well as a signing tools menu at the bottom of the PDF. To input tools onto the PDF document, drag and drop items like “Signature” onto the PDF document. To delete items from your contract, right click on the item and select “Delete”.
