This article covers how to create and send a basic contract. The general steps will be the same for all documents that you create on Lightfolio, except for invoices. See How To Send An Invoice for a more detailed guide.
Step 1: Go To The Documents Page
From the side menu, click on Documents under Studio Manager.
From the Documents tab, go to the Create a Document section. Hover over “Basic Contract” and click Create.
Note: To create a document from one of Lightfolio’s templates, you can click on the Show All Templates button. See the article for a How To Copy and Use a Lightfolio Template more detailed guide.
Step 2: Add Your Client to Your Contract
Once your invoice has been created, you will be prompted to Add the Client’s Email and Name that you want to send the invoice to.
Click on the Continue button after adding your client’s information.
Step 3: Review Your New Contract
The contract will have basic terms for you to review. Edit or add anything that you need, such as your company name or other terms.
When you scroll to the bottom of the document, you’ll see a signature line for your client.
To add another signer, or yourself as a signer, click on the green Manage Signatures text under the signature line.
From the dialog box, click on + Add Participant. Click on the Save button when you're done.
Note: See Can I Add Multiple Signers to a Document? for a more detailed guide. You can also sign the document before sending it.
To share and send your document, click on the Next button in the upper right corner.
Step 3: Send Your Contract
On Review & Share, you can add an optional message for your client.
Double check all of the additional details to make sure they are correct.
Once you are sure your invoice is ready, click the green Share button located in the top right corner.
A box will pop up confirming the invoice has been sent to your client’s email.
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