From 1b2b68049e7456724c027d0ebc8f2b5bc882de94 Mon Sep 17 00:00:00 2001 From: Charlie Chance <100798688+CharlotteChance@users.noreply.github.com> Date: Thu, 21 Apr 2022 08:46:30 -0600 Subject: [PATCH] Creating a consulting agreement (#5273) DocuSign steps for consulting agreement --- handbook/people.md | 6 ++++++ 1 file changed, 6 insertions(+) diff --git a/handbook/people.md b/handbook/people.md index faa7946c75..8373c945e3 100644 --- a/handbook/people.md +++ b/handbook/people.md @@ -287,6 +287,12 @@ Once the agreement is sent, add a new row to the [advisory board spreadsheet](ht When the agreement is completed, make sure it is in the correct Google Drive folder, and ask the new advisor to add us on [Linkedin](https://www.linkedin.com/company/71111416), [Crunchbase](https://www.crunchbase.com/organization/fleet-device-management) and [Angellist](https://angel.co/company/fleetdm). +## Onboarding a new consultant + +Consultant agreements are sent through [Docusign](https://www.docusign.com/), using the "Consulting Agreement" template. To send a new consulting agreement, you'll need the new consultant's name, the term of the service, a summary of the services provided and the consultant's fee. + +Then hit send! After all signatures are there, it will automatically be uploaded to the appropriate Google Drive folder by our automation, and a Slack message will appear in the `#g-people` channel. + ## Zapier and DocuSign We use Zapier to automate how completed DocuSign envelopes are formatted and stored. This process ensures we store signed documents in the correct folder and that filenames are formatted consistently.