When I create a new client in the system and select active status, do they get the agreement to fill out, or do I manually have to send it to them?

When I create a new client in the system and select active status, do they get the agreement to fill out, or do I manually have to send it to them?

The Active status is the trigger for the Welcome email so that your clients can access the Client Tracking Portal. For the agreement, you need to manually send the contract to your clients or you can have your clients complete the Auto Sign Up Lead form on your website so they can choose a contract and it will be sent to them automatically.

To learn more, please visit this link:

https://training.clientdisputemanager.com/hc/en-us/articles/20153025590163-How-to-Send-a-Contract-with-Client-Auto-Sign-Up-Process