Contract Signing is the Settings panel where you build reusable contract templates that go out for signature whenever you invite a new agency. Each template bundles one producer agreement with any supporting document folders, so the right contract, the right deal terms, and the right supporting paperwork are sent together with no rework.

Contract Signing is where you keep the master copies of every contract package your organization issues to agencies, so each new invitation pulls the right producer agreement, the right signature flow, and any supporting documents automatically.

Who uses it. Compliance, legal, and operations administrators at a carrier, MGA, or wholesaler. The same people who own the language of your producer agreement also own these templates: uploading new versions, deciding which one should default for new invitations, attaching supporting documents, and capturing deal terms like commission rates as custom fields.

What this panel lets you do:

The page opens with a blue information banner titled Contract Signing Templates that explains the workflow. Below the banner sits a Status filter and a New Template button, followed by one card per template.

What's visible on the page. Each template is a wide card. The card shows:

Click anywhere on a card body to open the read-only Contract Template view. The three-dot Actions menu gives you the same View, plus Edit and Archive.

When you'd do this. You have a new producer agreement (a renegotiated wholesale agreement, a new product line, or your first contract package in Turris) and you want it ready the next time you invite an agency.

Note: A template cannot be used to invite an agency until Turris has built the DocuSign envelope behind it and its status turns Ready. You will get an email when that is done.

The producer agreement is the contract anchor of every template. It is always required, and every agency must sign it before they finish onboarding.

Tip: Use Pre-signed only when the uploaded PDF already carries your signature. Otherwise leave the mode on Required so DocuSign collects your live signature when the envelope is sent.

Custom fields capture data you decide per agency (commission percentage, override split, effective date) and write it into the signed contract. They attach to the producer agreement only.

Click Add custom field under the producer agreement. Each field exposes the following inputs:

Click the trash icon on a field row to remove it. For Number fields, the default value must fall within the Min and Max range, and the form blocks submission with an inline message if it does not.

Tip: Expose anything that varies per agency but is decided up-front as a custom field instead of editing the PDF each time. The agency sees these values as read-only text in the DocuSign envelope, so they cannot be altered during signing.

Folders are optional. Add one when you need agencies to receive or acknowledge documents beyond the producer agreement (background-check authorizations, addenda, disclosures). Folder documents are plain attachments to the same signing envelope; they do not carry their own signature mode or custom fields.

Note: Every folder must contain at least one document. The form blocks submission and lists the offending folder if any folder is empty.

When you'd do this. You need to rename a template, change which one is the default, swap the producer agreement PDF, adjust custom fields, or restructure the supporting folders.

Editing a template that is already Ready. When a template is in Ready status, the producer agreement and folders are locked behind an Edit structure button, and a banner explains why. Display-only edits (the template name and the default flag) save immediately without affecting the template. To change the producer agreement PDF, signature mode, custom fields, or folder structure, click Edit structure to unlock those sections first.

When you save a structural change on a Ready template, a confirmation dialog appears: "Flip template back to Awaiting Turris setup?" Confirming with Save and pause sends the template back to setup so Turris can re-wire the DocuSign envelope around the new structure. Agency signings already in progress are unaffected.

Warning: Structural edits (replacing the producer agreement PDF or a folder document, changing the signature mode or custom fields, or adding/removing folders or documents) flip a Ready template back to setup until Turris re-wires it. The template cannot be used for new invitations during that window, so plan structural edits when you have lead time before your next round of invitations.

When you'd do this. A contract package is retired (a new version supersedes it, a product line is sunset) and you want it gone from future invitations without disturbing the historical record.

A "Template archived" confirmation appears. The template is soft-archived: every contract already signed under it stays intact, but the template no longer appears when inviting new agencies. It is hidden from the list until you turn on the Archived status filter, where it shows with a gray Archived badge.

A single Status filter group sits above the template list. The filter labels map to the underlying template states.

This page has no separate search box; templates are managed as a short list of cards, and the Status filter is the only control you need to narrow them.

A template's status badge shows where it is in its lifecycle.

Why is my newly submitted template stuck in "Awaiting Turris setup"? Turris manually builds a matching DocuSign envelope behind every submitted template so signing and field merging work end to end. You receive an email when that is complete and the template turns Ready. If a template has been in setup for more than a business day, contact support.

Can I use a template that is not yet "Ready" to invite an agency? No. Only Ready templates appear in the template picker on the agency invitation form.

What is the difference between "Required" and "Pre-signed" signature mode? Required means you sign the contract live in DocuSign after the agency signs, so both signatures are collected in the envelope. Pre-signed means the PDF you uploaded already carries your signature, so the agency only needs to countersign.

Do folder documents get signed separately? No. Folder documents are plain attachments bundled into the same envelope as the producer agreement. Signing is tracked at the producer-agreement level only.

What happens to agencies that were already invited with a template I just edited? Nothing changes for them. The contract those agencies signed or are signing reflects the template as it was at the time of invitation. Edits only affect future invitations.

Why did editing a Ready template send it back to setup? Because the change was structural (a new PDF, a signature-mode or custom-field change, or a folder or document added or removed). Structural changes require Turris to re-wire the DocuSign envelope, so the template pauses until that is done. Display-only edits such as the name or default flag save without pausing the template.

Can I have more than one default template? No. Turning on Set as default for one template makes it the single template pre-selected on the invitation form.

If you have questions about Contract Signing or encounter any issues, contact our support team at support@turris.com.