Send and authorise a Hire Contract
Finish checking the Hire Contract before opening its share or send actions.
Add recipients or copy the share link
- Open Send for the intended version. At Finished Editing?, use Keep Editing to amend it or Continue to proceed.
- For a link, select Copy Share Link and check the copied confirmation.
- For email, select Add beside Email recipients, enter Full Name and Email, and choose Add Recipient.
- Use a Possible contacts entry or its plus control to add a named contract contact to Email recipients. Only added recipients receive the email.
- Select an existing recipient to edit their details and Save. Use its delete control and confirm to remove an unintended recipient.
- Add an optional Email message; it changes the email text rather than the Hire Contract.
- Check the recipient list and select Send, or Resend for an earlier email invitation.
For example, send the North Yard delivery version covering the agreed period rather than an earlier version with superseded rates.
Sending does not prove every booked resource day has the correct HC label. Use Review labels when HC Attention remains. Make amendments through a new version.
Authorise a Hire Contract as the customer
- Open the Hire Contract link and check the customer, period, items and supporting documents.
- In the signing area, enter Full Name for the person signing on behalf of the displayed customer.
- Enter Confirm Email for the signature receipt.
- Open and read the listed Terms & Conditions.
- Select Agree to all Terms & Conditions, then select Sign Now.
- Check the resulting signed status. Correct the displayed validation errors if signing has not completed.
The signer should review the intended document version before signing. Signing and booked-day HC labels remain separate records.
See Hire Contract labels and new versions.
FAQ
How do I add recipients or copy the share link?
Add recipients to the list before sending. Copying the share link or sending locks that version; booked-day HC labels are reviewed separately. See add recipients or copy the share link for the steps.
How does the customer authorise the Hire Contract?
Review the intended version, enter the signer’s name and receipt email, read the terms and agree before Sign Now. Signing does not apply booked-day HC labels. See authorise a Hire Contract as the customer for the steps.
