Contracts

Overview

The Contracts tool lets you send contract templates or custom PDFs to clients for secure digital signature. No printing, scanning, or email back-and-forth—everything happens online.

Each contract tracks signature status, timestamps, and is automatically archived once completed.

Sending Contracts

Send a contract to a client in a few clicks:

Sending Process

1. Go to Tools → Contracts
2. Click New Contract
3. Choose a template or upload a custom PDF
4. Add recipient(s):
   • Client email address
   • Optional: additional signers (spouse, witness, etc.)
5. Write a subject line and optional message
6. Review the signature fields
7. Send invitation email(s)

💡 Use Contract Templates

Save time by using contract templates you've set up in Settings → Templates → Contracts. Fields are already configured.

Managing Multiple Signers

When contracts require multiple signatures (you + client, couple, witness), assign fields to different roles:

Signer Roles

• Client: Primary recipient who receives the contract
• You: Your signature (can be pre-filled)
• Spouse/Co-Owner: Additional required signer
• Witness: Third-party witness to signature

Signing Order

Configure the order in which people sign (if sequential):

• Client signs first — Default
• You sign first — Then sent to client
• Parallel: Everyone receives simultaneously

Tracking Signatures

Monitor the status of each contract sent:

Contract Status

• Sent: Contract emailed to recipient, awaiting action
• Viewed: Recipient opened the email/contract
• In Progress: Someone is actively signing
• Signed: All required signatures completed
• Declined: Recipient refused to sign
• Expired: Signature deadline passed unsigned

Activity Timeline

Each contract shows a timeline of events:

• When it was sent
• When it was opened
• Who signed and when
• Completion time

🔔 Notifications

Get notified when contracts are viewed, signed, or expire. Set notification preferences in Settings → Notifications.

Voiding Contracts

If you need to cancel a signed contract or stop using one:

Voiding a Signed Contract

Open a signed contract and click Void Contract. This:

• Marks it as voided in records
• Notifies all signers
• Keeps the signed copy archived (for legal reasons)
• Allows you to send a replacement contract

⚠️ Legal Archive

Voided contracts are never deleted. They remain in your archive for legal compliance and dispute resolution.

Next Steps

• Create contract templates in Settings
• Go to Tools → Contracts and send your first contract
• Test the signing flow with a test email
• Archive completed contracts for records