# Custom Paperwork

The **Custom Paperwork feature** in Zeal allows admins to create and manage additional, bespoke custom paperwork requirements that your workers need to acknowledge/complete during or outside of their onboarding into Zeal. Custom Paperwork can be applied to both Employees as well as Contractors.

#### Contents

- [Creating Custom Paperwork Templates](https://support.zeal.com/hc/en-us/articles/33976336703501-Custom-Paperwork#h_01JK1GWP7PNEZHYNXE5107G0AR)
- [Editing Existing Custom Paperwork Templates](https://support.zeal.com/hc/en-us/articles/33976336703501-Custom-Paperwork#h_01JK1H2QZTNYJGJJEBBA0VS1ZS)
- [Worker Onboarding Flow](https://support.zeal.com/hc/en-us/articles/33976336703501-Custom-Paperwork#h_01JK1H10V615R127X744J5R4GJ)
- [Customer Paperwork as Shareable Links](https://support.zeal.com/hc/en-us/articles/33976336703501-Custom-Paperwork#01JK1H5RRXF37107MCY6VA2FYC)
- [Viewing Completed Paperwork](https://support.zeal.com/hc/en-us/articles/33976336703501-Custom-Paperwork#01JZ6BVS0S17RVW68GX7RGRMG7)

### Creating Custom Paperwork Templates

Navigate to the **Paperwork** tab to view, create, and edit paperwork templates.

###

#### **Paperwork Details**

- **Paperwork Name**: Enter a descriptive name for the paperwork. _(Note: This cannot be changed after the start date.)_
- **Description**: Optional field to add more context, visible to workers.
- **Effective Start Date**: The date the paperwork becomes active.
- **Effective End Date** _(Optional)_: Specify when the paperwork should expire.

#### **Setting Recipients**

Define who should receive this paperwork during onboarding:

- **Worker Type**: Choose between Employee, Contractor, or All.
- **Jurisdiction**: Select specific locations where this paperwork is applicable.
- **Jurisdiction Type**: Filter by **WorkLocation**, **Residency**, or **All**.
- **Custom Attributes**: Created Custom Attributes can be added as rulesets to further narrow the scope of the worker who needs to view and execute the paperwork. Refer to Zeal's Help Article on [Custom Attributes](https://support.zeal.com/hc/en-us/articles/33961901971341-Custom-Attributes) to set those up.

#### **Template Editor**

Design the paperwork template with customizable fields:

- Add text, signature fields, date inputs, checkboxes, and more.
- Easily drag and drop elements to structure the document as needed.
- Ensure necessary fields like **Name**, **Date**, and **Signature** are included for compliance.

#### **Review and Finish**

- Confirm all details, including the **paperwork name**, **recipients**, and **template content**.
- Once satisfied, click **Submit** to finalize the paperwork.
- The paperwork will now be available for workers to complete during their onboarding flow.

### Editing Existing Custom Paperwork Templates

Click the **pencil icon** next to any active paperwork to make changes (where permitted).

Note: Some fields, like the paperwork name and start date, **cannot be edited after activation**.

### Worker Onboarding Flow

- **Prompted in Onboarding**: Workers will see the assigned paperwork during onboarding based on the recipient rules within the **Paperwork** section.
- **Filling Out Paperwork**: They can easily fill out, sign, and submit the paperwork directly within the onboarding interface.

### Customer Paperwork as Shareable Links

- **Prompted as-Needed**: Outside of their onboarding, workers can be sent assigned paperwork based on the recipient rules. This can be done to meet any pre- or post-onboarding needs. The link can be shared with a Secure URL or directly to their email on-file.

### Viewing Completed Paperwork

The worker's completed paperwork can then be viewed under the Paperwork section of their profile page.