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Create your First Contract

  1. Select Contracts from your Home screen

  2. You’ll be taken to the Contracts section. Select New Contract

First Contract Image 1

3. From there, you’ll select the template you’d like to use.

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4. Fill in the details of your contract agreement, including Recipient information, payment information, and add any attachments.

First Contract Image 3

5. If the recipient is new, you will be prompted to add them to your recipient list.

6. You will then select your clauses and sign the document.

7. Once complete select Share and select how you’d like to share. The two options are Email or Download PDF.  

8. Once you make your selection, press Send. If it is sent via email, the recipient will be sent immediately. The status of the contract will change to in review.