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New document · from HTML

Import a finished document

Bring in a finished, fully-branded HTML document (like a service agreement built in another tool) and send it for signature as-is — no template, no fields. It's created as a draft you can preview before sending.

When the client signs, this fires their onboarding track in systeme.io (tag ftfu-tier-N + the ftfu_tierfield). A wrong track is worse than none, so it's explicit here.

Document HTML

Paste the whole file, <!doctype> and all. Scripts and click handlers are stripped on save; your styles and fonts are kept. Add data-ftfu-signature="client" to your client signature row so the app drops the captured signature in the right spot.

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