Creation Date: September 28, 2023
# Kringle Tracker: Dashboard
Login to Kringle Tracker
1. Click on Events > View All
Go to your event list by clicking Events > View All from the left side navigation
2. Find your Event
Find the event you wish to add and send a contract to in the list and click the name or the “View/Edit” button on the row the event is in
3. Click on Contracts
In the Black Navigation bar, click “Contracts” to view all contracts associated with this Event.
4. Click on + Add Contract
5. Choose a contract template
When the dialog box comes up, you may choose a contract template to assign to this event.
Templates allow you to re-use the same contract for many events. If you do not have a template, you may manually enter one in the editor below or back out of this and create a template.
6. Contract Template
Here we are using a template to auto populate the editor
7. Click on Save Contract
Once you are done editing your contract, you may save it.
NOTE: Once this contract is saved, you will not be able to edit it again.
8. Add a signer
Now your contract needs to have “signers”.
A signer is any party that needs to sign the contract. Typically this is you and your client.
Click the ” + New Signer ” button to being up the dialog box to add a new signer
9. Fill out the Signer Details
Fill out the details (name, email, and company name if applicable). Name and Email are required.
Note: The value that is entered into the Signer Name field is the EXACT text that must be entered into 
10. Click on Save New Signer
Save the signer by clicking the save button
11. View the Signers
You will now see your signers in the table. Each signer listed here will need to sign the contract in order for it to be finalized.
12. Click on Send Contract Email
Start the email sending process by clicking the “Send Contract Email” button
13. Enter Email Details
Either using a template from the drop down or manually entering text into the editor, create your email to your client(s). This is the content they will see when they receive the email.
14. Send Email
Note: The signers in the top of this dialog have check boxes next to their names and emails. The “checked” signers will get the email. If a signer has already signed, their name will be unchecked by default so they do not receive an additional email requesting their signature.
Once you are done editing, you can click the “Send Email” button to send the emails to the signers.
15. Emails Sent!
Once the system has sent your emails, you will receive a message letting you know.
Note: In the event the system cannot send your emails, an error message will show.
Email Sending: The system processes emails in batches every few minutes. It will take a few minutes to send and then reach your or your clients inbox. Check your spam folder! We take every effort to reduce the emails going into SPAM, but sometimes it happens.
16. Your Contract is now Open
A contract in the “Open” state cannot be changed or updated in any way.
If there is an issue with this contract, you must “void” or “delete” it.
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