When you send a client an invite to fill out Disclosure Forms, they will be listed as a "Client".

"Contacts" on the other hand are Parties that have not been sent an invitation to join a transaction.  

How to Change a "Contact" to a "Client" 

1. Select “Edit” to the right of the contact's name or click directly on the contact and click "Invite"

3. You can edit your message and click “Send Invite” 

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