Contracts from a project

Start a contract

In a project's Contracts tab, choose New contract, then pick a template (your own or a starter) or upload a PDF. Rokn creates the draft; you add the signers and send it from the document. A client's page lists its contracts in a tab too.

A client is optional

A contract does not need a client. In a project without a client, a template's client details stay as highlighted blanks to fill in before you send. A contact can be a signer only when the contract has a client. A draft can be saved with no signers, but sending needs at least one.

Who can see it

A new contract's document starts hidden from members, accountants and viewers. The owner, the admins and the person who prepared it see it, and Who can see this lets others see it. Contracts are their own section in Roles & access, and contract signing depends on your plan.