Use Customer Agreements (How-To)

Article Details

Summary

This article shows you how to view and print one signed agreement, and how to print or export many agreement templates at once.

Steps

View and Print a Single Agreement

Customers can view and sign agreements in the Customer Portal. On the business side, you can view a customer's signed agreements on their profile.

  1. Go to Owner Profile » Agreements tab.

    Owner Profile Agreements tab.

  2. Select the location. If you have more than one location, use the location selector to see agreements assigned to that location.

    Location selector on the Agreements tab.

  3. Select Actions Menu » View. The signature record shows the signer's name, date, IP address, and the location where they signed.

    Signed agreement record with signature details.

  4. Select Print to print a copy of the signed agreement.

    Signed agreement with Print button.

Print or Export Many Agreements

  1. Go to Left-hand Navigation: Admin » Agreement Templates.
  2. Select Print to print all listed agreements.

    Agreement Templates page with Print button.

  3. Or select Export to export your agreements to an Excel file.

    Agreement Templates page with Export button.

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