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Sharing contracts through the Client Portal provides secure access for clients to view and acknowledge agreements. Here's how:

Step 1: Open the Contract

Navigate to Contracts and click on the contract you want to share.

Step 2: Share Contract

On the contract details page, click "Share with Client".

What Happens When Sharing

When you share a contract:

• The contract becomes visible in the Client Portal
• An email notification is sent to the client (if email is configured)
• The contract status changes to "Shared"
• A timestamp is recorded for when it was shared
• Client can view and download the contract file

Client Portal Access

Clients can access shared contracts by:

• Logging into the Client Portal
• Navigating to the Contracts section
• Viewing and downloading the contract file
• Acknowledging receipt of the contract

Revoking Share

If you need to revoke access:

1. Open the contract
2. Click "Revoke Share"
3. The contract is removed from the client portal
4. Client can no longer access it

Contract Acknowledgment

When clients acknowledge a contract:

• Their acknowledgment is recorded with timestamp
• Their IP address is logged
• Contract status updates to "Acknowledged"
• You receive notification of the acknowledgment

Requirements

Before sharing, ensure:

• Contract file has been uploaded
• Client has portal access (send portal link if needed)
• Contract is in "Available" or "Draft" status