Instructions:

Preparing to send
• Choose an existing site or type a new Site Name. Existing site addresses fill automatically; for a new site, Address is optional
• If this acknowledgement was started from a personalised template, its checklist wording is snapshotted into this record and will not change if the template is edited later
• Choose a contractor
• Choose the contractor worker (optional)
• Save
• Click "Link to Contractor" — recipient pre-fills from the selected worker if they have an email on file, otherwise type one in. Add a message if you like, then Send
• Once sent, the contractor link stays live for 5 workdays unless submitted earlier
• Close the page
Filling in an Acknowledgement from a link
• Go through the tick boxes
• Upload any required documents
• Add any additional notes
• Fill in your details — the signing date auto-fills in NZ format and can be changed manually
• Sign
• Use Save to come back before expiry, Submit when finished, or Close to leave
• Submit requires the contractor signature first — it will not submit unsigned

Access:
Internal create/review/Draft PDF/Approve/link email is Level 3+ only. Level 1 can view saved PDFs from Contractors, and Level 2 is blocked from Contractors.

Draft PDF (L3+):
Generates a PDF without locking the form. The button shows Generating while it runs.

Approve (L3+):
Requires your Approved By signature, uses a plain confirmation prompt, then generates the final PDF and locks this acknowledgement permanently. Cannot be undone.

Approved By: auto-fills from the current company Membership and Worker record for whoever is logged in reviewing it. Sign before clicking Approve.

Submitted signatures: once the contractor submits, their signature is locked and cannot be cleared.