Troubleshooting & FAQs (general)

Quick fixes for the most common Contracts questions, grouped by where the problem shows up.

Access

• I can't see Contracts in the sidebar. Check whether the add-on is on (avatar menu → Apps, or ask support). For a team member, check that their permission set has View contracts ticked and Hide this module from the menu unticked (Settings → Studio → Team and rates → Permission sets → Money → Contracts).

• I can see contracts but can't send. The permission set needs Send for signature. Building contracts also needs Create new contracts and Edit draft contracts.

• I can't download the signed PDF. This needs Download signed contracts, and the contract must be Completed.

The list

• I can't find a contract. Clear the search and set every filter back to All. Search covers name, ID, client and project.

• The Client column shows "—". The contract was created without a client (sent to a prospect).

• I need to link a contract to a project after the fact. Use ⋮ → Attach to project…, or Change project… on a signed contract.

Building

• There are no NDA or MSA templates. Workroom doesn't include built-in templates. Use Draft with AI, or build one and click Save as template.

• I can't add sections to my uploaded PDF. Uploaded PDFs are the document body. You can only add fields to them.

• A field won't assign to a signer. Add the signer under Signers first.

• The editor is read-only. The contract has been sent. You can't edit it any more — see below.

Sending and signing

• A signer didn't get the email. Go to ⋮ → Manage recipients, check the address and click Resend invite.

• A signer's email was wrong. Correct it in Manage recipients and click Save changes. A new link goes out and the old one stops working.

• Someone needs to sign again. Click Revert signature for that signer in Manage recipients. The contract itself doesn't change.

• The second signer hasn't been emailed. In sequential mode, signer 2 is only emailed once signer 1 signs.

• I need to change the wording after sending. Delete the contract (or void it if it's completed) and send a corrected one. Save the original as a template first to save time.

Retainers

• The client can't pay. Make sure Stripe or WorkPay is connected in Settings → Studio → Integrations, and that the contract has a client.

• For more, see Retainer Payments.

Deleting

Deleting is permanent and removes signed copies, audit trails and links. Download the signed PDF first if you need it. You'll be asked to type the contract's name to confirm.

Still stuck? Contact support and include the contract ID shown under its name (for example CTTMXJBV82D5).