Your client can review, digitally “sign”, and return the Contract.
Video overview
There are three ways to create a Contract:
1. From Documents panel
Click 'Workflow'
Click 'Documents'
Click 'New Contract'
2. From Clients panel (option 1)
Click 'Workflow'
Click 'Clients'
Click '+ Create New' button
Click 'Contract' from dropdown or
Scroll down and click 'Create New' under Documents panel
3. From Clients panel (option 2)
Click 'Workflow'
Click 'Clients'
Scroll down and click 'Create New' under Documents panel
Click 'Create New' text link or
Click 'New Contract' button
Add New Contract
'New Contract'
Enter 'Contract Title'
Assign to a Client
Use dropdown to select from an existing Client) or
Create a New Client
Click 'Add Contract'
Add Contract Details
First and Last Name of your Client
Email address, only one Email Address can be entered since only a single individual can sign the contract.
Mailing Address (optional)
Your Contact Information
Enter your Contract details here
Contract Settings
Contract Title can be changed
Contract Password
Client the contract belongs to
Contract URL for viewing directly in web browser (non-editable)
Save Changes
Continue to Writing a Contract
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