Send Signed Agreements Manually (How-To)

Article Details

Summary

You can send a copy of a signed agreement to a customer from the Owner Profile.

Steps

  1. Open the Owner Profile.
  2. Select the Agreements tab. If your business has more than one location, choose the location from the dropdown to see agreements for that site.
  3. Select the Action menu next to the signed agreement.
  4. Select Email. Gingr sends a copy to the customer's email address on file.

    Owner agreements tab with the Action menu open.

If Something Goes Wrong

With more than one location, you can send only agreements signed for the selected location. Choose the right location in the dropdown.

The emailed agreement includes the customer's name, signature date, IP address, and the location where they signed.

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