This article will provide users with a guide on how to share a contract among multiple clients.


Questions answered in this article:

  • How can I share a contract among multiple clients?


Sharing a contract among multiple clients


  1. On the Add Contract (or Edit Contract) Modal > Tick the Shareable toggle button and set it to Enabled.



  1. Click the Shareable with field. Choose Client/s from the dropdown list to be included in this contract.



  1. Set the Start and End Date for this contract.



  1. Add necessary information of the contract such as total funds granted and funds available. Click the Save button.