DOCUMENTS & PAYMENTS
Prepare and send a client contract
Contracts associate agreement wording with a real client project and collect a client signature.
Before you start: The studio Owner. A real event belonging to the selected client is required. Practice and demo restrictions can prevent sending.
- Open Contracts → New Contract.
- Choose the client and its project, select a template if needed, and enter the title and agreement wording.
- Review the preview and choose Save as Draft if you are not ready to send.
- When ready, choose Send to Client. Review the contract record afterward.
What happens next
The draft is saved, or the contract is marked sent and the client email is attempted.
Things to know
A client without a real project cannot be used to prepare this contract. Sent does not prove delivery to an inbox. Captura's workflow does not provide legal advice or a guarantee that your wording is enforceable.
If something goes wrong
For Project not found, verify the event belongs to the selected client and is real. For missing email, confirm the client address and portal access before resending. For incorrect signed wording, contact a human rather than asking support team to alter a signed agreement.