How do I Create and Send a Contract?

Select the "+" icon located in the upper left corner.

Choose "Contract" from the list of document options.

Create a "New Client" or select an "Existing Client" to send your invoice.

If this is for a new client, the option to toggle, "Add Client Address" is available when inputting their information.

Add the Project or Event Name, Event Date, and Event Location.

Click on the image icon in the center of the window to upload a custom cover image or upload an image from your desktop.

Inly offers an entire catalog of free images for cover photos and if you click, "Search Free Images" you can type in exactly what you are looking for.

Once an image is selected, it will automatically show a preview for desktop and mobile. If you'd like to see the client preview for mobile, tablet or desktop click, "Preview Cover."

Now you can begin creating your invoice! When you click "Next" the Menu will turn green on the left-hand side which, indicates that there are no issues, and you can proceed. If it is Red then you will need to recheck that section, and fix the error in order to move to on.

You can select an existing Contract Template or start with a blank contract. When you click "Next," you will then be able to select people who will receive the contract and be prompted to sign it.

When you click "Next," you will be able to view the contract. If you selected a template, it will load. If you chose a blank contract, you will have a blank page where you can write what you need.

When you click "Next," it will bring you to the final page. You can Send, Save and Copy a Link to the Contract, Save without Sending, or Save a Draft. You can add additional recipients. You can also write an additional message to recipients and even load templates for those additional messages.

For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.