How to Share a Contract
Share contracts with your clients through the Client Portal so they can review and acknowledge them online.
Step 1: Open the Contract
Navigate to Contracts and click on the contract you want to share.
Step 2: Click "Share" or "Send"
On the contract detail page, click the "Share" button. This makes the contract available through the client's portal.
What Happens
- The contract status updates to "Sent".
- The client can view the full contract in their portal.
- The client can acknowledge the contract from the portal.
⚠️ Important:
The client must have portal access to view shared contracts. Make sure you've sent them a portal link first.