Questions answered in this article:

  • Can I share a contract with my other clients? How do I do it?


  1. Navigate to the Finances Tab of your Client Profile. Click +Add New to open a new contract. Toggle ON the button under Shareable to enable sharing of the contract.



  1. After you toggle on the button, a dropdown will appear with the client list. Choose the Client/s from the dropdown list whom you want to share this contract with.




  1. Input other details such as the Start and End Date and the total funds granted and funds available for this contract. Lastly, click the Save button and finalize the contract.