Add an Individual Client

In the video tutorial below, we'll cover the steps to add a new individual client.

1. Navigate to app.getincontract.com

2. Click the "Clients" tab.

3. Click "New Client"

4. Select "Individual Client".

5. Add their name, phone number and email.

6. Once you have filled everything out, 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. Your will see your client profile is created. Click on the name of your client to open their profile.

10. This is where you can add representation documents, create a transaction, see their active and past transactions and send the email invitation if you haven't already.

11. Click "Create New Representation" to start any representation documents Select whether your client is buying or selling and then click "Create New Representation".

12. Then click, "Add Documents".

13. You can either search for a document or click on "Launch Quick Start" to see a list of documents you can add to the represenation.

14. Select any documents you want to add to your client profile, then click "Add Documents".

15. Once the document(s) is added, click on the link to start filling it out.

Tip! Anytime you are filling out a document it is autosaving your work as you go. You never have to click a save button.

16. Once inside the document, you can: apply a template if you have created one, then click auto-fill which will add any information the system can find to the document. Once it's filled out, you can send it to your client using the "Send Message" button and sign it using the "Sign" button.

17. Click "Roy Smith" to go back to the client profile.