Overview

Sometimes a client might ask for a copy of their signed agreement — even though they can usually access it through the app or web profile. This guide shows you how to quickly download and send the signed contract directly from their profile.

🎥 Watch the walkthrough:

Click here to watch on Loom

Or preview it below:

 

 

 

Prerequisites

Before you begin:

• Make sure the client has a signed agreement or policy linked to a package or membership
• Know the client's name or email so you can find their profile
• Ensure email triggers are enabled in your system (if you want agreements to send automatically)

---

Step-by-step instructions

---

Step 1: Find the client

1. Go to the Clients section
2. Search for the client using their name or email
3. Click into the client’s profile

---

Step 2: Access the signed contract

1. Scroll down to the Agreements and Policies section
2. Find the relevant signed agreement (e.g. package policy or waiver)
3. Click to download the file

 

 

 

---

Step 3: Send the file to the client

You have two options:

Option 1: Send via email manually

• Attach the downloaded contract to a standard email from your preferred inbox

Option 2: Send a message in-platform

1. Click the message icon in the navigation bar
2. Search for and select the client’s name
3. Click ‘Configure Message’
4. Enter Subject
5. Paste in a short message and attach or refer to the agreement

Tip: Clients normally receive a copy of the agreement automatically via email, as long as email triggers are set up. You can double-check this under Trigger Emails.

 

 

---

Expected outcome

Your client will receive a fresh copy of their signed agreement — whether it’s emailed manually or sent via the platform.

---

FAQs

Q: Do clients receive contracts automatically?

A: Yes, if your email triggers are set up correctly. Otherwise, you can resend it manually.

Q: Can clients find contracts themselves?

A: Yes — agreements are visible in their profile when logged in via app or web.

Q: Can I resend all agreements at once?

A: No — contracts must be downloaded and sent individually.

---

Still need help?

Reach out to our support team via support@hapana.com