Adding a Consignor Contract to an Account
Please read the following article on how to create a Consignor Contract before continuing:
Consignor Contract Creation
1.Open any account you wish to create a consignor contract for.
2.Click on Tasks > Contracts…
3.Click the New Contract button.
Note: A prompt for signature will show up on your signature capture device as long as you added the Signature merge field to the Consignor Contract template. You must have a Payment Logistics signature capture device to use this feature.
4.You will then be taken to a PDF copy of their contract.
5.An entry will be added under the Client Contracts dialog box so that you may view the Consignor Contract at any time.
Related Topics
Adding a Consignor Contract to an Account