Getting Started With Details
Education & Learning
The Proposal: Signed Documents
Every time a client signs a contract, Details will store the signature with the specific version the client signed.
Whenever you make changes, we always recommend you have your client sign the contract. This will ensure you're covered in case there are any disputes (we hope not, but it happens!)
To access the signed contracts:
- Go into the event (you'll see the worksheet, proposal, and so on, at the top of the page).
- Click your client's name in the upper-right corner.
- Click 'View Documents'.
- All signed versions of the contract will be listed. To easily view them, right-click and select 'open in new tab'.
- You can complete a similar action to view your proposal versions (also listed).