ℹ️ Plan Availability: This feature is available on the Pro and Premium plans. To upgrade your plan, reach out to customer support.
Add A New Contract
1. From your event dashboard menu, click on Contracts under the Home drop-down tab.
2. In the upper right-hand corner of the event screen, click on + Upload New or Copy Existing Contract. If you choose to upload a new contract, you'll need to select the file from your device and provide a name for it. If you choose to copy an existing contract, simply select the contract you'd like to duplicate.
3. If you uploaded a new contract, you'll need to click the Edit button from the three-dot menu in the Actions column to open the document and begin editing it. If you copy an existing contract, the contract editor will open automatically.
Prepare Your Contract For Sending
1. Once your contract opens in the editor, enter a Title for the contract, then add one or more Recipients by providing their name and email address.
If needed, click + Add new recipient to include additional signers.
You can also customize the email subject and email message that recipients will receive when the contract is sent.
When you've finished configuring these details, click Next to continue.
Add Fields To Your Contract
1. Select the recipient from the dropdown menu, then choose the type of field you'd like to add from the Standard fields or Create custom field section.
2. Click the field type you want to add (such as Signature, Initials, Date, or Text Box). Click anywhere on the contract where you'd like that field to appear. The field will be placed at the location you clicked.
4. Repeat this process until you've added all of the necessary fields for your recipient(s).
Send Your Contract
After you've finished placing all required fields, click Send contract in the upper-right corner of the page to send the document to your recipient(s).
Once the contract has been sent successfully, you'll see a confirmation message. Click Download and exit to download a copy of the contract for your records and return to the Contracts page.
ℹ️ Info: Your recipients will receive an email with instructions to review and sign the contract using the email address you provided when creating the recipients.
Track Contract Status
After sending a contract, return to the Contracts dashboard, where you can monitor the status of all your contracts in one place.
The dashboard displays key details for each contract, including the contract name, owner, recipients and signature status, last updated date, and available actions.
You can quickly view the progress of a contract by looking at the Recipients and status column. Each recipient is represented by their initials.
Hover your cursor over a recipient's initials to view their signing status. A pop-up will display the recipient's name, email address, and whether their signature is still To Sign, Not Signed, or has already been completed.
From the Actions menu (⋯), you can edit the contract and resend it for signature if changes need to be made, download the contract at any time for your records, or delete the contract if it is no longer needed. These options make it easy to manage your contracts throughout the signing process.
