1. Navigate to https://app.getincontract.com/

2. Click "Clients".

3. Click "New Client"

4. Click "Multiple Clients" or if you are creating a legal entity click "Legal Entity".

5. Enter in how you would like the clients to appear on documents. Then enter the email that is being used and the name of the client. Click "+Add Another Client" to add the next client. Enter in the same email and their name.

6. Once you have entered in all of 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: 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. You can then click on the group to transact with the group or you can click on the individual profiles to transact with members of the group separately.

10. When you send your clients a document to sign they will each receive an individual email addressed to them. This way they can click on their email addressed to them and sign the document.