How do I associate a Client Company with a Client Contract?

A Client Company is associated with a Client Contract during the Client Contract set up. Please follow the steps below to set up a Client Contract.

1

Click on Client Contracts

2

Click on New.

3

Under Attach to Client Company, select a Client Company. If you do not see your Client Company in this list, it will need to be created first.

4

Provide an Integration Date.

5

Enter a Term length (months).

6

Enter an Auto Renew length (months).

7

Click on Save.

8

After creation, you may optionally upload any supporting Client Contract documents by clicking on the document icon.

9

Click on Save Changes.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.