Creating a Contract

Contracts allow you to write and deliver contracts to your clients from within the Workflow feature, which your client can review, digitally sign, and return.

Video overview

There are three ways to create a Contract:

1. From the Documents panel

1. Click 'Workflow'

2. Click 'Documents'

3. Click 'New Contract'

2. From the Clients panel (option 1)

1. Click 'Workflow'

2. Click 'Clients'

3. Click '+ Create New' button

4. Click 'Contract' from the dropdown or

5. Scroll down and click 'Create New' under the Documents panel

3. From the Clients panel (option 2)

1. Click 'Workflow'

2. Click 'Clients'

3. Scroll down and click 'Create New' under the Documents panel

4. Click the 'Create New' text link or

5. Click the 'New Contract' button

Add New Contract

1. 'New Contract'

2. Enter 'Contract Title'

3. Assign to a Client

4. Use the dropdown to select from an existing Client, or

5. Create a New Client

6. Click 'Add Contract'

Add Contract Details

1. First and Last Name of your Client

2. Email address: Only one Email Address can be entered since only a single individual can sign the contract.

3. Mailing Address (optional)

4. Your Contact Information

5. Enter your Contract details here

Contract Settings

1. Contract Title can be changed

2. Contract Password

3. The client the contract belongs to

4. Contract URL for viewing directly in a web browser (non-editable)

5. Save Changes

For more information on how to write a contract, view our Writing a Contract article.

Still have questions? Reach us on our live chat or email us at info@format.com. We’re here to help!