Updated fee agreements

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Kim Gerads

• June 21, 2021 14:16

Hello, I'm in the process of updating fee agreements and consent forms for existing clients. It appears that the forms can only be sent once. The forms have a check box next to them stating "sent" when I go to the client's page. How can I access new forms that the client can docu-sign again? Thank you! Kim G.

 

 

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  Michelle Chaney

  • July 18, 2021 13:52

  Hello, 

  Not sure if anyone has answered your question or not but I have updated the free agreement before.  Go to the document and edit and save it. After you have made the updates go to each client and share a new document. If the original document was signed the check box will be clear. If the document was not signed by the client you cannot send it again - the client must sign the documents. 

  I send a message to the client letting them know a document needs there attention - address this before the next session or while in session have the client sign off on all documents they missed. 

  Hope this helps. 

   

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