The "Me (now)" signer role allows you to fill out fields on your contract prior to sending. The fields you use in the "Me (now)" role will be visible to your clients.

In the screenshot below, the business owner (Kelly Planner) has assigned a "Textbox" to themself in the "Me (now)" signer role and typed in the fee for the contract ($10,000). The client will see the $10,000 fee when they receive the contract.

The planner also assigned themself as a countersigner (purple fields) so they will sign and date the contract after the client.

The "Me (now)" role is awesome for any fields that change from contract to contract - fee, date, package, venue name, payment schedule, etc. Utilizing the "Me (now)" field allows you to edit those items on the fly without having to adjust your master contract file. Just leave those contract fields blank when you upload your file into RPC. Then select "Me (now)", drag over the desired textboxes/checkboxes, enter the information, and send your contract off in a flash!

Pro Tip: Be sure to adjust the formatting (font style and size) in the menu on the right when you use text boxes. This ensures the text you enter in "Textbox" fields will match your contract formatting.

Questions? We are a chat or email ([email protected]) away!