Tomorro offers you two ways to send the contract:
📄 Via a Word document - we explain how to do this in the article below;
💻 Via the Tomorro guest portal.
The different steps for sending via the guest portal are detailed in this article.
There are three instances in which you have the option to send a contract via a Word document, depending on the option you choose to create your project:
When you use one of your templates or use an external document imported into the Tomorro editor,
When you use an external document that you don't import in the Tomorro editor.
By using one of your templates or an external document imported into the editor
Click on "New project".
Select "Start a new negociation".
Select "Use an external document", click on import to the Tomorro Editor and fill in the informations.
You'll arrive in the project workspace, where you'll find the document in the middle of the page. You'll be able to work on it before you decide to send it.
Once you are ready to send the contract externally, you can first click on "Send or Sign" from the top of the page as below:
Click on "Send for review" on the right :
To change the option: click on "Share as Word version."
To proceed with the sending:
1) Add your contacts: insert the email addresses and press Enter.
Repeat the operation if you want to send to several people.
2) Choose the language of the emails sent to your counterparty: French or English.
3) Add a note. The counterparty will receive it with the contract.
4) Finally, click on "Send this version". ✅
The counterparty will receive an email with the document, in Word format, attached.
The counterparty will still have the possibility to join the Tomorro guest portal they want to.
Using an external document not imported into the editor
1- Click on "New project" on the top corner left
Select "Start a new negociation".
Import your Word document in the "File" import area
Leave "Import into Tomorro's online editor" unchecked
Then click on "Create Project." ✅
The project workspace will then open, you'll find the Word document in the center of the page, in the "Activities".
Click on "Send or sign" from the top of the page as below:
Then click on "Send for review" on the right.
The "Share via Word file only" option is the only one available.
💡 If you wish to negotiate via the Tomorro Guest Portal, create your project by importing your Word document into the editor. At the time of sending, you will be able to choose to use the Tomorro Guest Portal.
Fill the following fields:
1) Select the file to share, from the "File to share" section
2) Add your contacts: insert the email address and press Enter. Repeat the operation if you want to send to several people.
3) Choose the language of the emails received by the counterparty: it can be French or English.
4) Add a note, the counterparty will receive it with the contract.
5) Then click on "Send this version". ✅
The counterparty will receive, an email with the contract in Word format attached.
