Skip to main content
All CollectionsContracts
Sending copies of contracts to multiple clients
Sending copies of contracts to multiple clients

Discover if you can CC or copy additional recipients on your contracts.

Updated over a week ago

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

To get started, access the Contracts page by heading over to Client Management > Contracts within your navigation bar. 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.

For additional support with sending view-only copies of contracts, get in touch with Bonsai's Support team at support@hellobonsai.com.

Did this answer your question?