Edit Agreement Templates (How-To)

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Edit Agreement Templates

At any time you can edit your agreement templates, or set them to active or inactive.

If an agreement template is edited and you have the invalidate setting set to yes/on, then it will invalidate all signed agreements and require all customers to re-sign. If you do not wish for customers to resign an agreement after editing it then set the invalidate setting to on/off.

  1. Navigate to Left-hand Navigation: Admin ยป Agreement Templates.

  2. Select the Actions button, and select Edit.



  3. Make your edits as desired.

  4. Select Save.

 

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