Create Contracts for Members to Sign (How-to)

Creating contracts in LegFi allows organizations to manage important agreements directly in the system. From member housing and financial agreements to customized documents with co-signers, contracts help streamline the signature process and ensure the right parties are involved.

Steps to Create a Contract

1. Click Communication in the navigation menu
2. Click Contracts
3. Click Add New Contract
4. Enter Contract Details
   • If you want Co-Signers, this is were you will set the required number
5. Upload your Contract Files
6. Select the Members that should receive the contract
7. Click Submit Payment

How do members sign the contract? 

Members will receive an email notification that they have a new contract to review and sign. They will then click the link from the email to review and sign the contract.

If the contract requires a co-signer, the member will receive an email notification that they have a new contract that requires them to add the co-signer. They will click the link from the email and add their co-signer. Both the member and the co-signer will then receive an email notification that they have a new contract to review and sign. 

After signing, the member (and the co-signer) will receive a PDF copy of the signed contract.