Updated fee agreements
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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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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