This guide will teach you step by step how to delete incorrect contracts, choose or customize the right contract template, and easily have your members sign a new contract digitally.
Step 1 - Delete incorrect contract
- Go to “Members” and open the member file.
- Navigate to the “Memberships” tab.
- In the “Contract” column, click on “PDF.”
- Click on Delete contract to delete the incorrectly signed contract.
Step 2 - Select contract template
- Go to “Settings” → “Membership.”
- Double-click on the membership for which the customer needs to sign a contract.
- Go to the Financial tab and scroll all the way down.
- Under Contract, select the appropriate contract template.
Step 3 - Customize contract template (optional)
Please note: This is only necessary if you want to change the template. If not, proceed to step 4.
- Go to “Settings” → “Members” → “Forms” → “Other.”
- Click Edit next to the contract template you want to change.
- Customize the template and save the changes.
Step 4 - Have a new contract signed
- Go to “Members” and open the customer’s member file.
- Navigate to the “Memberships” tab.
- Select the subscription line for which the contract is to be signed.
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Click on “Sign contract” to have the new contract signed.
For more information about digitally signing contracts, please refer to the manual digital contracts.