Creating a contract

Navigation:

• Creating the form

Creating a new contract/agreement

From the Overview or Contracts page select New Form

Note - If you have not yet subscribed to a plan you will not be able to create a form

The "New Form" button will display as "Subscribe"

In the menu that appears select your contract type

Give the Contract a name

Note -Here you will see your current form usage for the month

Complete the form and select Finalise

Confirm the finalisation from the menu that appears

Note - Finalising this contract will count against your monthly usage, and disables editing of the contract

The finalised contract will now be displayed, disabling the fields

A finalised contract can be duplicated or sent for digital signing via Hutly One Touch™.

• Sending a contract using One Touch™