Managing your Contracts can be done all in one place within Wodify Core!
In this article, we will cover:
- Reviewing Missing and Signed Contracts
- Resending Missing Contract Links/Uploading a Missing Contract
- Filtering Unsigned or Missing Contracts
- Exporting Contract Information
- Locating a Contract within a Client Profile
Reviewing Missing and Signed Contracts
- Go to Documents > Contracts.
- Click on the Missing or Signed tab, to view a list of clients
- Review, re-send or upload any contract that has been assigned to a client
- If you need further assistance resending or uploading Contracts, continue to the next section
Resending Missing Contract Links/Uploading a Missing Contract
Resending your Contract Links
- Go to Documents > Contracts > Missing
- Locate the Contract you would like to resend
- Click the Envelope Icon in the Send column
Uploading a Missing Contract
- Go to Documents > Contracts > Missing
- Locate the Contract you would like to upload
- Select the Cloud Icon in the Upload column
- Once selected, you will be prompted to upload a document
Filtering Unsigned or Missing Contracts
- Go to Documents > Contracts
- Navigate to Missing or Signed based on your needs
- Select Filter Contracts
Exporting Contract Information
- Go to Documents > Contracts
- Go to either Missing or Signed, depending on your needs
- Select the Contract (or Contracts) you'd like to export
- Select Bulk Actions > Export
Locating a Contract within a Client Profile
- Go to the Client Profile
- Select Documents
- Locate the Contract for this client
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More Information:
TIP: Wodify Blueprint Course - Protect your business with contracts and waivers
If you need any additional assistance with Managing Contracts, feel free to reach out to us at support@wodify.comor via Priority Live Chat in your admin account (Promote only).
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