Sending contracts and waivers is simple and seamless. Simply follow these steps:

  1. Click on Business in your top toolbar

  2. Click Contracts/Waivers in your side toolbar

  3. Click the 3 dots to the right of a template

  4. Click Send Contract

  5. Type in a client’s name you would like to send it to

  6. Click Send

*Tip- ensure your organization (or your if not a company) name, image, and footer are filled as these will be populated as a part of your contracts and waivers. To do so, simply-

  1. Click the OPEX icon on the top-right of the screen

  2. Click Settings

  3. Click Organization

  4. Update name, logo, and footer

  5. Click Save

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