This article explains how clients can create customized document types for workers to read, complete, sign, or upload on the Deel platform.
Clients can upload their own documents or use Deel’s document editor to create interactive, fillable documents, allowing workers to complete required information directly in Deel without downloading or re-uploading files.
Clients can choose to make these documents mandatory (except for EOR) or optional, and can easily manage worker documentation directly on the Deel platform.
In This Article:
How to Create or Upload a Document
How to Create or Upload a Document
✅ Step 1 - Open Custom Documents
In the left sidebar, select People to expand its submenu, then select Documents.
On the Documents page, select the Custom documents tab beside Requested by Deel.
When Custom documents is active, it is indicated by an underline. The page heading reads Your custom documents, where you can see filters such as Document type, Requirement, and Tags, along with the custom document list. The documents displayed vary by organization.
✅ Step 2 - Click Add Document
Click Add document or Send document, depending on the option shown in your account.
Choose between creating a document for workers to sign or creating an employment agreement template.
New direct employees can still complete their onboarding before they upload the requested custom documents.
✅ Step 3 – Document configuration
Clients will have to select the following:
Select the Main Action Workers Take
- Upload a document to Deel - Workers upload a completed document. This option supports a single PDF file used as a template.
- Read and acknowledge that they have read the document that the client will create on Deel
- Review and sign the document that the client will create on Deel or upload it separately. The client can sign the document
- Request documents from you - Allow employees or contractors to ask clients for a specific signed document
Select Who Needs to Sign This Document to Appear on the Final Document
- The client and the receiver
- Just the receiver
- Multiple signatories from the organization and the receiver
Clients can choose whether to make the document mandatory or optional.
✅ Step 4 – Document delivery options
Clients can choose to send documents in bulk or manually to individual workers,
specifying the applicable worker types. Documents can be sent to workers
in all countries or regions, or limited to selected countries. If a selected
country has distinct regions or states, clients can further narrow the recipient
list based on those subdivisions.
Additionally, clients can request documents from workers based on their contract
start dates.
✅ Step 5 – Add document details
Clients will be required to enter the document name and choose the type of document they wish to use: either create a new document or upload an existing one.
Additionally, a tag can be added to the document for easier classification
✅ Step 6 – Review, sign and send
Clients can review the document details and click Sign and Send. Once completed, the document will be created and sent to the specified recipients.
If any changes to the document details are needed, clients can return to the previous steps to make adjustments.
After the document is created, clients can choose whether to notify workers, and decide whether to send the notification to their work or personal email address.
✅ Step 7 – Manage documents
Once the document is created, it will be added to the Custom documents tab on the Documents page under People in the left sidebar.
From there, clients can view all documents, see the required worker actions, view tag details, and manage or delete the documents.
Managing Documents
From the Custom documents tab on the Documents page, clients can see and review all their documents, the required worker action, and tag details.
To manage tags, select the page-level three-dot menu next to Send document in the upper-right area of Your custom documents, then select Manage tags.
The Manage tags panel opens on the right. Clients can view, create, edit, or delete tags for custom documents for easier identification. If no tags exist, the panel displays No tags created yet and a Create new tag button.
For a specific document, find it in the Custom documents list and select the three vertical dots at the far right of its row under Actions.
The document-specific menu opens next to the selected row and can include Manage and Delete. Use this row-level menu for the intended document; it is different from the page-level three-dot menu beside Send document.
To review submitted documents, clients can identify those marked as Review Needed directly within the document. By clicking Review, they can either approve or reject the worker's submission. If the document is rejected, a reason must be provided, and the worker will have the opportunity to resubmit the document based on the feedback given.