Help / Clients, sites and supplies
How do clients sign a letter of authority?
On the client's page, make a signing link. Send it to the client by email or message; they open it on any device, check the letter and the supplies it covers, and sign.
The signed letter is filed against the client and the letter of authority dates move on. The wording is yours to set under Admin, Templates.
More on clients, sites and supplies
- How are clients, sites and supplies organised?
- How do groups of companies work?
- What is the service desk?
- Where do tasks come from?
- Where are documents kept?
Not answered here? Contact us.