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How to Send a Contract
How to Send a Contract
Maria avatar
Written by Maria
Updated over a month ago


How to Send a Contract

2. Clients > Event you need to send a contract for

3. Click "Contracts"

4. All recipients you add will be required to digitally sign the Contract.

5. If you’d like to have your Client sign the Contract in-person, you will add them as a recipient just like you would if you were sending the Contract digitally, though be sure to select the [In-Person] button located next to their name. When the time comes, click the [SIGN In-Person] button and a link will pop-up in a new window where they will view the Contract and sign.

6. Click "Publish + Send Contract"

7. Select how to send

8. First, choose from a drop-down list of your Contract Template Emails.
If you are not working from an Email Template, make sure you have the following variables contained within the body of your E-Mail: {contract_externallink} and {recipient_password}.

9. Agree to the terms and Send

10. Click "Send Contract"


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