There may be times when you work with more than one person for a specific project. For example, if you are working on a wedding you may need to communicate with both the Bride and Groom, or the Bride and Mother-of-the-Bride.
Although each project can only have one main contact, you can add as many "Related Contacts" on each project as you'd like. This will allow you to easily add those parties on emails or have them sign a contract as needed.
To see how to add a Related Contact to a project, please click the button below.
When it comes time to send a document for the project, you can include any Related Contacts on the email and even add them as an additional signer to the Contract.
It is important to note, if a Related Contact completes a document, the Primary Contact will receive an automatic email confirmation with a link to the completed document. These emails include:
- You have signed a contract Email (contract_confirmation)
- You have paid an invoice Email (invoice_confirmation)
- You have accepted a quote Email (quote_confirmation)
- You have completed a questionnaire Email (questionnaire_confirmation)
If your Primary Contact does not need to be notified, or should not see that a document was completed, we advise that you create a separate project for the Related Contact and send your important documents through that new project.
If your Primary Contact should be notified, or needs to be included in the message or document you're sending, you can send that through the existing project.
To add a Related Contact to a message, use the "Contacts" drop-down to include their email address in the "To" or "CC" fields as shown below:
To add a Related Contact as an additional signee, use the "Contacts" drop-down to the right of the signature line when creating the Contract. You'll be able to check off the other contact(s) names to allow them to sign the Contract too.
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.
KeyWordSearch: Related Contact, Invoice, Contract