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Signed Not Submitted

We have added an automated email for Sales to warn at three days when a signed document has not been submitted.

Alex Cornwell avatar
Written by Alex Cornwell
Updated over a year ago

Using the Automated Notifications find the Contract Signed Not Submitted settings. This will be set to the same as current notifications for all affiliates. This can be turned off by removing manager email and deactivating the "Send to Lead Owner"

If the contract is in error please "VOID" the contract and begin another.

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