Send additional ROIs for an existing client

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Diane Lamberson

• April 01, 2024 16:47

This really should be simpler to figure out.  I have clients who are in need of multiple ROIs.  How do I send a new, blank ROI for a different person to my established client for electronic signature?????

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  Lilli Sandefur

  • April 01, 2024 18:07

  You either have to send them one, have them complete it, and send the next one, or, make multiple copies of the ROI under your templates and name them things such as "ROI 1" "ROI 2" etc

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