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Managing contracts helps you track agreements through their lifecycle. Here's how:

Viewing Contracts

Access your contracts by clicking "Contracts" in the navigation menu, or visit /contracts.

Editing a Contract

To edit a contract:

1. Click on the contract you want to edit
2. Click "Edit"
3. Update contract details, status, or notes
4. Click "Update Contract" to save

Updating Contract Status

Track your contract's progress:

• Draft: Contract is being prepared
• Available: Ready to be shared
• Shared: Sent to client via portal
• Acknowledged: Client has acknowledged receipt
• Signed: Contract has been signed
• Expired: Past the expiry date
• Cancelled: Contract has been cancelled

Sharing Contracts

To share a contract with a client:

1. Open the contract
2. Click "Share with Client"
3. The contract becomes available in the Client Portal
4. Client receives notification (if email is configured)

Revoking Share

To revoke client access:

1. Open the contract
2. Click "Revoke Share"
3. Contract is removed from client portal

Contract Tracking

The system tracks:

• When the contract was created
• When it was shared with the client
• When the client acknowledged it
• Client's IP address when acknowledging
• Contract expiry dates

Deleting Contracts

To delete a contract:

1. Open the contract
2. Click "Delete Contract"
3. Confirm the deletion