Activating your your default agreement for new clients

Some companies like an online agreement?  Others prefer paper or pdfs.  This is all entirely up to you.  Here is how to use your online agreement for a new client:

Once you have edited, saved and set your default agreement in your Company Profile as described here in section 4 “Creating your default agreement”  you are ready to start using your default agreement with new clients.

Here’s how:

  1. Now Click on MY CLIENTS – ADD NEW CLIENT
  2. Fill in all fields
  3. At the AGREEMENT, choose your new agreement
  4. At PORTAL ACCESS: Turn it ON
  5. Choose username and password.

Here is a picture showing the fields to enter (click to zoom)

Set_Agreement_2

Now when your client logs in at www.secureclientaccess.com, this is what they will see on their first login (click to zoom):

Set_Agreement_4