How to send e-contracts in Pawlytics

Learn how to send e-contracts to anyone in your Pawlytics database from pet or person profiles.

Ready to seamlessly have all of your contracts sent, signed, and stored in one place? We're here to help! Check out how to easily send e-contracts now! 

Before we get started, be sure you've already created the e-contract(s) you want to send. Learn how to create e-contracts here!

To send an e-contract from a pet's profile:

1. Navigate to the Pets section and select the pet you want to send the e-contract for. 

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2. Click on the purple "Actions" button in the top right corner, and click on "Send E-Contract".

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3. A box will open for you to select the contract you want to send, the person to send the contract to, and who to notify once the contract has been completed. Once these fields have been selected, click "Send Contract Link". An email will be sent to the person selected to sign the contract. 

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**Important info** When an e-contract is sent from a pet's profile the e-contract will be stored in the pet's "Files" AND in the person's "Files" section.

To send an e-contract from a person's profile:

1. Navigate to the People section and select the person you want to send the e-contract to. 

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2. Click on the purple "Actions" button in the top right corner, and click on "Send E-Contract".

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3. A box will open for you to select the contract you want to send, the pet you want the e-contract to be sent for, and who to notify once the contract has been completed. You do not have to select a pet if the contract is not pet specific. Once these fields have been selected, click "Send Contract Link". An email will be sent to the person selected to sign the contract. 

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**Important info** When an e-contract is sent from a person's profile the e-contract will be stored in the person's "Files". If no pet is selected, no contract will be stored with a pet. If a pet IS selected the contract, will also be stored in that pet's profile. 

Example of email sent to signer

The following is what the signer will see in their email when the contract is sent. Your rescue's name and logo will automatically show at the top. The signer just needs to click "Read and Sign Contract" to open and sign the contract. 

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Example of contract sent to signer

The following is an example of what the contract will look like for the signer. They can use their mouse or finger to sign the bottom signature box. They will need to click "Submit" to send the contract. 

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Example of notification email

Once the signer submits the contract, whoever you choose to be notified about the signed contract will receive an email notification, pictured below. 

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Example of confirmation e-mail sent to signer

The signer will also receive a confirmation email that their contract was successfully sent to your rescue. A PDF copy of their contract will also be attached to the email