---
title: "Contracts on Individual Contact Record Page"
url: "https://coachvantage.productfruits.help/en/article/contracts-on-individual-contact-record-page"
language: "en"
last_updated: "2026-08-12T21:54:54.137Z"
---

# Contracts on Individual Contact Record Page

Learn how to manage contracts on a client's individual contact record page.

[Embedded content](https://www.youtube.com/embed/yY9ZZ_3YGsI)

## **Overview**

The **Contracts** tab on an individual contact record page allows you to view and manage all contracts associated with a specific client.

![](https://cdn-assets.productfruits.com/bbb324fc-ece6-4897-8d6a-dd2abf327ea4)

From this page, you can:

-   Search for a contract
-   Send a new contract
-   Review contract and signature statuses
-   Download or preview a contract
-   Send a reminder email
-   Void a contract

To access a client’s contracts:

1.  Select **Contacts** from the left-hand menu.
2.  Select the client’s name to open their individual contact record.
3.  Select the **Contracts** tab from the menu bar.

The following options will appear on the **Contracts** tab.

* * *

### 1\. **Search Bar 🔎**

You can use the search bar and type in the name of the contract document that you're looking for.

### 2\. **Send Contract Button 📧**

You can send a contract to this client by clicking on the **Send Contract** button**.**

    a. Click **Send Contract.**

![](https://cdn-assets.productfruits.com/463297b7-065c-46ed-9c8e-42cac369d527)

b. You will be taken to the **Send Contract** page.

![](https://cdn-assets.productfruits.com/24cc407d-1531-419f-b7ff-1a3d66edc113)

**Important**: Only **PDF type documents** can be selected. Other document formats such as .doc, .png, .jpeg, etc are not supported at this time.

![](https://cdn-assets.productfruits.com/faf38691-614d-4855-b6c2-721ad78f371c)

or from the **Resource Library**.

You may also choose from a template you have created beforehand.

![](https://cdn-assets.productfruits.com/7ecbc816-7c5d-46c8-b432-43688cd30d2d)

c. Give the Document a title and click **Next**.

    **Tip**: The document title should be descriptive so that your clients will understand what it's about. For example, *ServiceAgreement*.

![](https://cdn-assets.productfruits.com/2162cd8e-a868-4b91-b345-642e52d2a545)

d. Select Client. 👩

The **Client's Name** and **Email** will be automatically populated in the **Existing Contact** field.

![](https://cdn-assets.productfruits.com/0d869167-2f60-4afe-bf27-981ba5ffe39e)

e. Edit the document by putting placeholder fields for **Signature**, **Email**, **Text** and **Date**.

![](https://cdn-assets.productfruits.com/864fd6f6-fd01-40d6-a144-afb518d99fc1)

To delete a placeholder field, double-click on the outline of the box and select **Delete**.

![](https://cdn-assets.productfruits.com/c23418af-2f34-4464-b482-a787a39d1216)

f. Preview the finalized contract and click **Send.**

![](https://cdn-assets.productfruits.com/13a7aead-13a1-4082-8297-6ab3b6b16c9d)

### **3\. List of Contracts 📝**

You'll be able to view **Document, Status** and **Last Modified.**

![](https://cdn-assets.productfruits.com/bb7138ee-7bf2-4ce2-b2ae-3003f3f924d2)

Clicking on the **Status** dropdown would allow you to see the respective status of the contract for both the coach and client.

![](https://cdn-assets.productfruits.com/bc196a49-d52c-4615-9292-0f679470969e)

### **4\. Managing Contracts**

You can further manage your contract documents by clicking the **3-dot button** **menu** option beside your contract entries:

![](https://cdn-assets.productfruits.com/4404b043-e17a-4461-80e6-8f2595563e3e)

a. **Download 📩**

You can download files directly to your device.

b. **Preview**

Preview allows you to view the contents of the document without downloading it to your device. A new browser tab opens that displays the document preview.

c. **Send Reminder Email 🔔**

CoachVantage will automatically send a reminder email to your client, reminding them that they have a contract that requires their signature.

A pop-up window would be triggered asking for confirmation to **Send a Reminder Email.**

![](https://cdn-assets.productfruits.com/614fb9f5-0b0d-4773-9f89-dbac1d2b8d71)

d. **Void 🚫**

If you'd like to void a contract after it's been sent, you can select **Void** to negate the contract. Clicking on the **Void** button would trigger a pop-up window asking for confirmation to void your contract. You can also provide a reason for voiding the contract which would be included in the email to your client informing them of the contract being voided.

![](https://cdn-assets.productfruits.com/9cc4a065-7c18-4075-9a42-8ed75b0b128c)