Defaults within Adobe Agreement
- Deanna Nielsen
Recipients
This will default to your Contact as the 1st Signer and the Designer as the 2nd Signer.
If you set both recipients to 1, the contract will be send to both Signers at the same time.
Tip: Cc Yourself on all Contracts to receive a Copy of the ‘Review and Sign’ email your client receives.
Details
You can edit the default messaging by clicking inside the fields.
Options
Completion Deadline defaults to 30 days out. Edit this section by clicking on the calendar icon on the right.
Ex. If contract deadline is 3/31, set the expiration for 4/1. Contract will expire at midnight on 3/31.
Files
Everything in your Files Quick Links on the Opportunity Page will automatically upload to your Files within the Adobe Agreement.
Rearrange your files by clicking and dragging to reposition
Click the X on the right to delete a file
Click ‘Upload Files’ to add a file from your Computer.
