Who this is for: Workspace admins and authorised account managers
Use Contracts to organise an agreement and its supporting information. Prepare the wording through your company's normal review process before sharing it.
Steps
Open Contracts and choose the create option.
Select the client and enter the subject, description, dates, contract type and value required by the form.
Save the contract and open its summary to check the client and agreement details.
Use the available discussion and file sections to keep relevant context with the agreement.
Review the available download or sharing options only after the document is ready for the intended recipient.
If you get stuck
Treat a public contract link as something you share deliberately. If you cannot find an agreement, check client and date filters and your permissions. Contract records, renewal history and any available signing workflow do not replace your own review of the document and the recipient.