How to manage Owner Contracts

How to manage Owner Contracts


Where you need to view, preview, attach or re-send contracts for an Owner, the Contract tab is available under each Owner profile.

View Contract List

  • Click on Owner in the top menu.

  • Select an Owner, then go to the Contract tab.

  • A list of contracts related to that Owner will be displayed.

Preview a Contract

  • Click on the View icon beside the contract to open and preview it.

Add an Attachment

  • Click on the Attach option from the menu.

  • Select the file you want to upload.

  • Confirm to save the attachment to the contract record.

Re-send a Contract

  • For contracts that have already been sent, you can re-send an email notification.

  • Click on Send via DropBox Sign  to send the contract again to the Owner.

Note:  For contracts created using the old template, you must click Email Reminder to re-send the contract.