Once you've created a contract within Studio Manager, you can send it to your client in 2 different ways, via email or via a direct link! This article will outline both of these options, and the steps involved with each one.
On this page:
- Sending and Scheduling your Contract through Email
- Sending your Contract using a Direct Link
- Resending a Contract through Email or Direct Link
Sending and Scheduling your Contract through Email
To send a client their contract via email, click the Send Contract button in the top-right hand corner.
On the Send Contract page that appears, you can customize the email's subject line, as well as write out instructions or a personal message regarding the contract.
While drafting your email, you will see a live update on the right showing all the changes you have made.
Once you are happy with your email, click Send to deliver it to your client! If you prefer to send your email at a later date, you can click Schedule and select a date and time from the available options.
When your customized contract email is sent, your client can easily open the email in their inbox and click the Review Contract button to view and sign their contract as required.
Viewing your Contract's Email Share History
Looking to check the statuses of your sent emails for contracts? For information on reviewing your contract's Email Share History, click here.
Sending your Contract using a Direct Link
If you would prefer to manually send your client a direct link to their contract, click the Send Contract button in the top-right hand corner.
On the Send Contract page, select the Send via Link option in the bottom left-hand corner.
Within the Get Unique Share Links pop-up window that appears, select Copy Link next to the unique URL for your client, and paste and share the link with your client.
Note: Each signer will have a unique link intended only for them, so make sure you are copying and sharing the correct link for the specific client!
Resending a Contract through Email or Direct Link
Once a contract has been shared, you can resend it as an email or direct link at any time! Simply head to the Studio Manager Dashboard > Contracts and select the applicable contract. From there, click the Share button in the upper right-hand corner.
If you are looking to resend your contract via email, select the Resend Contract option.
If you are looking to re-share your contract with a direct link, choose the Get Share Link option.