If you have additional clients that need to be looped in on a contract, you can do so easily in a few simple steps.
How to add recipients to contracts
From the sidebar, navigate to CRM > Contracts. From here, select the contract you would like to share.
After you sign a contract but before it's sent to the client, you have the option to add additional 'view only' recipients.
Click on 'Sign contract' and use the 'Add Forwarding Email (View-Only)' button to include additional email addresses.
If any email addresses need to be removed at this point, you can use the X button to complete this action.
Click on the 'Send Contract' button to email the contract to your client, as well as view-only copies to your additional recipients.