In this “how to” video, I am going to show you how to send a contract.
First, make sure you have uploaded your templates in the manage templates section. Your contract templates must be loaded before you can send.
Second, now make sure you are on the home screen – the repository page.
Now, all you have to do is hit “start new contract”. Then type in the email address of who you wish to send the contract. Oh, and if this needs to be a private contract, this is where you’ll make that selection.
Then, hit proceed. This is where you will select which contract you want to send.
If you are ready to send the contract without making any edits or changes, then hit send contract.
However, with PlainVanilla, we give you the option to preview and/or edit a contract before sending. Simply click the button and you’ll contract will open. Make the necessary changes or edits, and when you are ready, hit “send draft” and “proceed”.
And there it is – the latest contract in your repository.