This guide will discuss how to create custom Documents that can be generated for clients.

Select Administration.

Documents

Click Documents

Click Templates

Manage Document Templates

1. Choose between Create a new document template.

2. Click Select Action.

Create a Document Template

Once you've selected Create a new document template:

1. Name the template so you can choose it from a drop-down when you are attaching the template to the service in the system.

2. The Description is the subject line of the document.

3. Enter the body text for the document.

4. Enter the text that will be displayed next to the acceptance check-box.

5. Save, Cancel, or Preview the document.

***Documents cannot be initialed or signed throughout the document itself. Documents can be acknowledged or signed one time during the sale of the membership or group.

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