ScoreCEO provides contracts and two-party signatures for all your contracts sent via ScoreCEO. Learn where you can find these contracts. You can customize and or replace it with your own contract. Learn today where you can locate all the existing contracts.
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On the top right corner click on the configuration bubble and select Configuration.
Click "Electronic Document Templates"
Here you will find all the electronic documents, to edit any, Click on the Pencil to edit and review Referral Agreement.
Once you click the pencil the contract will be in Edit Mode. Here you can change the content needed. Please use the Variables under the Variables tabs to add specific fields that require the system to pull data for. For example, if you want the contract to pull the customer name onto it you will select the Variable [CUSTOMER-NAME] **Please keep the brackets on each variable used to ensure the data is pulled properly from the system.
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Once you have completed your edit click "View" then "Preview" to review the final form.
Once completed Click Save to save all your changes.
