If you have additional clients that need to be looped in on a contract, you can do so easily in a few simple steps.

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.