Skip to main content

Updated fee agreements

Comments

1 comment

  • Michelle Chaney

    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. 

     

    Comment actions Permalink

Please sign in to leave a comment.