Here are some of the most frequently requested documents employees need from Legal teams. Discover various use cases, access ready-to-use templates, customize them to match your organization’s format, and streamline employee document requests with automation.
TABLE OF CONTENTS
- Corporate Credit Card Usage Terms Document
- Non Compete Agreement
- Non-Disclosure Agreement (NDA)
- Vendor Contract Agreement
Corporate Credit Card Usage Terms Document
Why?
A “Corporate Credit Card Usage Terms Document” is a policy document provided by a company to employees who are issued a corporate credit card. It outlines the rules, responsibilities, and guidelines for the appropriate use of the company’s credit card, ensuring that expenses made on behalf of the company are authorized, recorded, and compliant with financial and legal standards.
Employees typically need to agree to these terms before receiving or activating the card.
How to create a Corporate Credit Card Usage Terms Document template?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement
Add placeholders for inputs like Employee name, date to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this document is requested.
Download Corporate Credit Card Usage Terms document template
Non Compete Agreement
Why?
A “Non Compete Agreement” is a legal contract between an employer and an employee (or sometimes between companies in a business partnership) that restricts the employee from engaging in business activities that compete with the employer’s business, typically for a specific period and within a defined geographic area after leaving the company. This agreement aims to protect the company’s business interests, trade secrets, client relationships, and proprietary information.
How to create a Non Compete Agreement template?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement
Add placeholders for inputs like Employee name, date to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this document is requested.
Download Non Compete Agreement template
Non-Disclosure Agreement (NDA)
Why?
A “Non-Disclosure Agreement (NDA)” in a company is a legal contract that establishes a confidential relationship between the parties involved—usually between an employer and employee, or between two companies. It is used to protect sensitive information, trade secrets, proprietary data, or any other confidential information from being disclosed to unauthorized individuals or competitors.
How to create a Non-Disclosure Agreement (NDA) template?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement
Add placeholders for inputs like Employee name, date to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time an NDA is requested.
Download Non-Disclosure Agreement (NDA) document template
Vendor Contract Agreement
Why?
A “Vendor Contract Agreement” is a legally binding document between a company and a vendor (or supplier) that outlines the terms and conditions for the goods or services the vendor will provide. This agreement helps to ensure that both parties have a clear understanding of their responsibilities, timelines, payment terms, quality standards, and other important details, promoting a smooth and productive business relationship.
How to create a Vendor Contract Agreement template?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement
Add placeholders for inputs like Employee name, date to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this document is requested.
Download Vendor Contract Agreement document template
