Sending contracts and waivers is simple and seamless. Simply follow these steps:
Click on Business in your top toolbar
Click Contracts/Waivers in your side toolbar
Click the 3 dots to the right of a template
Click Send Contract
Type in a client’s name you would like to send it to
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-
Click the OPEX icon on the top-right of the screen
Click Settings
Click Organization
Update name, logo, and footer
Click Save