Knowledge Base/Client Portal/Client Contracts

Client Contracts

The Contracts section shows service agreements sent to you. You can review, sign, and download your contracts from the portal.


1. Viewing Your Contracts

  1. Click Contracts in the left sidebar.
  2. The list shows contract subject, amount, month, status, start date, and end date.
  3. Click a contract subject or the View icon to open it.

2. Reviewing a Contract

  1. Open the contract.
  2. Read the full contract terms displayed on screen.
  3. If there are line items (services covered), they are listed with quantities and rates.

3. Signing a Contract

When your service provider requests your signature:

  1. Open the contract.
  2. Scroll to the Signature section at the bottom.
  3. Click Choose File and upload an image of your signature.
  4. Click Confirm Signature.
  5. The contract status changes to Signed and your service provider is notified.

4. Downloading a Contract as PDF

  1. Open the contract.
  2. Click Download PDF.
  3. The PDF is saved to your computer.

5. Adding Attachments to a Contract

If permitted:

  1. Open the contract.
  2. In the Attachments section, click Upload File.
  3. Select the file and upload.
  4. Your service provider will be able to see the attachment.

6. Contract Statuses

Status Meaning
Sent Awaiting your review or signature
Signed You have signed the contract
Not Sign Received but not yet signed
In Progress Work is underway
Awaiting Feedback Your input is needed
Complete Contract fulfilled

Tips

  • Sign contracts promptly to avoid delays in project start dates.
  • Download a signed copy for your own records.
  • If you have questions about the contract terms, contact your service provider via Chat before signing.