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.
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