Create Multiple Client Group

Below we'll cover advanced client creation and walk you through the steps to add a new client group or entity.

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

2. Click "Clients"

3. Click "New Client"

4. Click "Multiple Clients".

5. Enter in how you would like your clients to appear on contracts. Then enter their emails and names. If you need to add more clients, click "+Add Another Client".

6. Click "Next" once you have filled out all the necessary information.

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 group of clients, this will also create individual accounts for each person in the group. To transact with the group, you can click on the group but you also have the option to transact individually with each member of the group.

10. Click "Hannah & Joseph Smith" to be taken into their profile. Here you can create representation documents, start a transaction, as well as view the active and passive transactions within the group.

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