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Can Clients Share an Email?

Updated over a month ago

Step by Step Guide

1. Navigate to app.getincontract.com

2. From you menu click "Clients" on your menu.

3. Click "New Client"

4. Select "Multiple Clients".

5. Insert how you would like those clients to appear on all contracts.

6. Then add the emails and names of each member of the group.

7. Once you have entered each person's name and email click "Next".

8. You are then given the option to send your client an invitation to create their FREE GIC account. You can choose to send this at a later time but if you would like to send it now toggle from "No" to "Yes".

Tip: Tip! It is not required for your clients to have an account in order to sign documents. This is is optional and allows the client to keep track of their dates and deadlines along with other benefits.

9. This will then allow you to send your clients an email inviting them to GIC.

10. Click "Done" to send the email invite and create your client profile.

11. Click "Paige & Peter Smith" to view your client group.

12. This takes you into your client profile where you can create representation documents. Click "New Representation" to start a new document.

13. Select whether the client is buying or selling then click "Create New Representation".

14. Click "Add Documents" to an add Exclusive Right to Buy or Sell.

15. Click "Launch Quick Start" to view all the documents you can add to this representation or you can type in the document name under "Search Documents".

16. Click "Exclusive Right to Buy (2024)"

17. Click "Add Documents"

18. Click "Exclusive Right to Buy (2024)" to open the document.

19. Click "Auto-fill".

20. Click "Apply"

21. Click "Send Message" to send this to your client.

22. Click "My Client" to easily add their emails.

23. This will send out individual emails to each member of the group even if they are sharing an email. The client can then click on the email addressed to them to view and sign documents.

24. If you are ready for your client to sign, toggle from "Locked" to "Signable".

25. Click "Send Now" to send for signature.

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