Creating Client Agreements
Summary
Client Agreements in the Senegal platform are master documents that can be created, stored, and sent to clients for digital signatures. System administrators can access these by going to “System Settings,” then “CRM Settings,” and selecting “Agreements.” You can create or edit agreements, give them titles, and format them as needed. Once saved, agreements become templates available for use with individual contacts. In a contact’s profile, you can select an agreement, pull in client information, and send it for digital signing. After signing, the agreement data is updated.
Transcript
- 00:00
We’re going to talk about Client Agreements. Client Agreements are master documents that you can put into the Senegal platform and then have them sent out to your clients to digitally sign at any time. To do this, you need to be a system administrator, and you’ll click the icon on the far right, go to System settings, and then you go over to the CRM settings, and once there, click on Agreements. You can see that I have a number of agreements here. You can click Add Agreement to create a new one. Just click into one that’s There we’re already there. We’ll play with that one. You can give the agreement a title, whatever you want it to be, and then you can put the body of this in here and format it in any way that you want. As you put this in, this is the template agreement. So once you go ahead and save that agreement, it is now part of your template options so that when you go over to a contact, and we’ll go in and pick a contact here, and we’ll just pick this first person. Once you’re in the contacts profile, there will be an agreements tab that you can click on the side here. - 00:01
We’ll click that. Then you can create agreement and say, I want to use this particular agreement. It’ll pull information in. It’s already pulled the contact in. The data is there. You can change it if you want to, but go ahead and click Save. Once you have saved it, you’ll be able to then send it to your client to digitally sign it, and then the information here will be updated.