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In this video tutorial, Fletcher from DJ Event Planner explains how to send an edited contract or document template to a client for an electronic signature. He mentions the importance of editing the information within the event to ensure the contract populates correctly. Only in cases where a change needs to be made to the template content that is not merge tag enabled, should the contract be edited directly before sending. Fletcher suggests re-evaluating the process if you find yourself frequently editing contracts. The video provides a step-by-step guide on how to save an edited document to an event and send it for an electronic signature.
