Sharing Contracts with Clients via Email Invitations

The PhotoBiz Website Package includes a powerful Form & Contract Builder that makes it easy to create digital contracts your clients can complete and sign online.

You can share contracts by displaying them on your website or sending them directly via email. For contracts that you don’t want visible on your website, this guide shows you how to send them privately through email invitations from your PhotoBiz control panel.

STEP ONE

Access the Forms Tool

Log in to your PhotoBiz account, then click Forms in the left-side menu.

STEP TWO

Select Your Contract

To share a contract:

• Create a new form, or
  
  
• Click the name of an existing contract form you’ve already set up.

STEP THREE

Open the Share Menu

In the top right corner of the form editor, click the Share button.

STEP FOUR

Send an Email Invitation

Click Email Invite to share the contract directly with a client via email.

You can:

• Choose from existing contacts in your Contacts list, or
  
  
• Manually enter a new email address.

STEP FIVE

Add Recipients and Continue

Once you’ve selected or entered the email addresses of the recipients, click Continue to move to the next step.

FINAL STEP

Customize and Send

Before sending the invitation, you can customize the following:

• From Name
• From Email Address
• Email Subject
• Message Body

After customizing your message, click Send to email the form to your selected contacts.

CONFIRMATION MESSAGE

After sending, you’ll see a confirmation message showing that the invitation was successfully sent.

CHECKING ON EMAIL INVITE STATUS

To check if your client received and opened the form:

1. Go to your Contacts section.

2. Click on the individual contact's name.

3. Navigate to the Email Invites tab to view:

   • The name or subject of the form

   • The date the email was sent

   • The current delivery and open status

This method is a secure and professional way to share contracts directly with clients, without needing to display them publicly on your website.