Onboarding a new contractor

Before you begin

Have the following ready before adding a contractor:

• Contractor's full legal name (as on their ID or company registration)
• PAN number (for TDS deduction if applicable)
• Bank account details for payment
• Contract terms: hourly rate or project fee, contract start/end dates, payment frequency
• Any specific documents required by your company or legal team

Adding a contractor

1. Log in to admin.dapplon.com
2. Go to CLMS > Contractors in the sidebar
3. Click + Add Contractor
4. Enter the contractor's personal or business details
5. Set the Contractor Type: Individual Freelancer, Registered Company, or Staffing Agency
6. Enter the PAN number for TDS purposes
7. Add their bank account details
8. Click Save and Invite — the contractor receives an email to set up their CLMS portal access

Creating the contract

1. Open the newly added contractor's profile
2. Click Create Contract
3. Fill in the contract details:

- Contract title (e.g., "Mobile App Development — Project Basis")

- Engagement type: Hourly, Daily, or Fixed Project Fee

- Rate (hourly rate in INR, or total project value)

- Start date and end date (or "Ongoing" for open-ended contracts)

- Scope of work description

1. Click Generate Contract — Dapplon creates a PDF from your template
2. Review and edit the contract in the editor
3. Click Send for Signature — the contractor signs digitally through the portal

Collecting documents

1. Go to the contractor's profile
2. Click the Documents tab
3. Click Request Documents
4. Select the required documents: PAN Card, GST Certificate, Bank Details Proof, ID Proof
5. The contractor receives an email with an upload link
6. Documents appear in their profile once uploaded