Step By Step Guide:
1. Navigate to https://app.getincontract.com/
2. Click "Clients"
3. Click "New Client".
4. Select "Legal Entity".
5. Enter in how you would like the entity to appear on all documents. Then add the emails and names of the members of the legal entity.
6. Once you have finished filling out the information click "Next".
7. It will then ask you whether or not you would like to send your client an email invitation. If you keep this toggled at no you can send at a later time. If you toggle to yes this will pull up a modal to send your clients an email invitation. Click "Done" to create your client profile.
Tip! It is free for you client to create an account but NOT required in order for them to sign documents. In their account they will be able to follow along the transaction, see their dates and deadlines, sign documents, and upload their own documents.
8. If you toggle this to yes you will be able to send your clients an email invitation. You can customize the email or apply template if you have one. When you are ready click "Done" to create your client profile.
9. When you create a legal entity, this will also create individual accounts for each person in the entity. To transact with the entity, you can click on the group but you also have the option to transact individually with each member of the group.
10. Click on the entity to be taken into the profile. Here you can create representation documents, start a transaction, as well as view the active and passive transactions within the group.
11. Click "Client List" to be taken back to your client list.
12. Click on any of the members of the trust.
13. Click "Resend Invite" if you would like to resend the email invitation for your client to create their GIC account. If you have not sent the invite yet this will say "Send Invite". Once you client joins you will see "Joined" listed here.
