Permissions needed: Contracting Edit
- Go to the event's details page.
- Click Contracting.
- Click the contract you want to send.
- In the slider, click the mail envelope icon.
- If your account has the DocuSign integration enabled click Send Event Order to Client. While this option says "to Client", the document can be emailed to anyone who needs access to it.
- On the Send Contract slider:
- Search for and select the recipient(s) of the email. You can type email addresses in directly or search for existing contacts or contact groups.
- Add the main recipient as the "To" recipient.
- If you would like to cc or bcc someone on this email, select cc or bcc and then search for and select the recipient.
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Send a copy to me will be checked by default. If you do not wish to receive a copy of this email in your inbox, uncheck this.
- If you have a created an email signature, check Include signature to add it to the body of the email. If you marked your signature to be included automatically, this will already be checked.
- If email templates for contracts have been created, you will have the option to select a template.
- Select which contract you want to send.
- To include an additional attachment (such as an invoice for the event deposit), click the upload upload arrow to attach a document from your computer.
- Add or update the email's subject line.
- Add or update the email's body text.
- Use the rich text editor to apply formatting, insert images or tables, and more.
- Click the curly bracket icon to add merge fields to include pre-populated data from Elite. As you insert the details into the email, if the field is populated in Elite, it will display in a green text box. If the field is red, the information has not been added to the system yet.
- Click Send.
- You will be prompted to create a reminder task to follow up with the client. Click No to dismiss the prompt, or click Yes to open the add task slider. For more information about creating tasks, please see Create a Task.
- Your contract has been sent to the selected contacts. The event's contract status will update to Contract Sent.
