# Set up your onboarding templates

Upload the agreement clients sign, add your welcome packet and pick the intake form your onboarding flows use.

4 min read. Updated 16 Oct 2026. Pro and Max only.

## Steps

1. Click **Templates** in the sidebar. It opens on the **Agreements** tab.

   ![Step 1: Open Templates in the sidebar.](https://cdn.sanity.io/images/vy53y317/production/57c4682a39f8551e0024250cde00f6a8df673531-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. Click **Upload agreement** and choose your own contract as a PDF.

   ![Step 2: Click Upload agreement and pick your contract as a PDF.](https://cdn.sanity.io/images/vy53y317/production/2237a707172b462e53e7b510822020899a50e13d-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. The agreement opens in setup. Under the preview, click the page where the client signs.

   ![Step 3: Go to the page where the client signs.](https://cdn.sanity.io/images/vy53y317/production/02b2502fce9399b0aadce439215243e0ef4aa9e0-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. Under **Fields on this file**, click **Signature**, then click the spot on the page where the client signs. Drag a field to move it, or drag its corner to resize it.

   ![Step 4: Click Signature, then click the spot on the page where the client signs.](https://cdn.sanity.io/images/vy53y317/production/7460855ceca82dad613f51034b65ceda76a469a3-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. Add a **Date** field the same way. **Text** adds a box the client types into, such as a company number, with a label you choose.

   ![Step 5: Add a Date field the same way. It fills in when the client signs.](https://cdn.sanity.io/images/vy53y317/production/e53f87542b8629cb24fa1212e7d4dc05e9475e48-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. Click **Save**. Once a client signs a version, its fields are fixed, and replacing the file makes a new version for new clients.

   ![Step 6: Click Save. The agreement is ready to send.](https://cdn.sanity.io/images/vy53y317/production/ab62b2061b2ea097614863a7a4229b8b0d11143f-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. Go back to **Templates** and open **Welcome packets**.

   ![Step 7: Back on Templates, open Welcome packets.](https://cdn.sanity.io/images/vy53y317/production/8dbea27ef0860e76e9be53610821a8361712c064-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. Under **Add a welcome packet**, type a **Name**. Then click **Upload a PDF** (up to 25 MB), or paste a link to a packet you already host, such as a Google Doc.

   ![Step 8: Name the packet, then upload a PDF or paste a link to it.](https://cdn.sanity.io/images/vy53y317/production/6dfa4c50f42d9865c795f7a15de5d9b23e00b030-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

9. Click **Add packet**. The table shows each packet's source and the onboarding flows that use it.

   ![Step 9: Click Add packet. The table shows which onboarding flows use each one.](https://cdn.sanity.io/images/vy53y317/production/b1c2f8d911f46e543eb9da334624641e69693d57-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

10. Open **Intake forms** to see the questionnaires an onboarding flow can send. **New** opens the form builder, with short and long answers, choices, links, dates, file uploads and more.

    ![Step 10: Intake forms lists the questionnaires your clients fill in.](https://cdn.sanity.io/images/vy53y317/production/710bc8f6b75053f0a08b1e5574b43f4549bdaacb-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### Agreements

The client signs in their onboarding hub and confirms with a 6-digit code sent to their email. Both of you then get the signed PDF with its signing record. The wording of your PDF is never changed.

Once a client has signed a version, its fields are fixed. **Replace file** makes a new version for clients you send it to from then on, and **Copy fields from version** reuses the layout you placed before. An agreement that has been used can be archived but not deleted.

### Welcome packets

A packet is a PDF of up to 25 MB or a link to one you already host. A packet an onboarding flow uses can't be deleted until you take it out of that flow.

### Intake forms

The built-in **Full brand intake** has 24 questions. Build a shorter one with **New**, and pick it in an onboarding flow's intake step.

## Related articles

- [Build an onboarding flow](https://sociorolla.com/help/client-onboarding/onboarding-flows)
- [What your client sees in the onboarding hub](https://sociorolla.com/help/client-onboarding/client-hub)

Source: https://sociorolla.com/help/client-onboarding/onboarding-templates