In the compliance dashboard, there is a field mappings button available at the top right corner:
When clicked, it will display the available field keys:
When inputting the field keys into a field in the agreement, any information from that field in Quartz will be displayed on the agreement
As an example, if first_name was used for a data field as below:
When the contractor received the agreement to sign, their first name on Quartz would appear in that field already.
Note:
Agreements are now also being sent on an individual level, so if you are sending an agreement for two contractors, they will both receive individual agreements to complete (as opposed to a shared agreement as was the case previously).