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 Contracts
- 2
- Click on Client Contracts
- 3
-
Click on
New.
- 4
-
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.
- 5
-
Provide an
Integration Date.
- 6
-
Enter a
Term length (months).
- 7
-
Enter an
Auto Renew length (months).
- 8
- Click on Save.
- 9
-
After creation, you may optionally upload any supporting Client Contract documents by clicking on the document icon.
- 10
- Click on Save Changes.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5a8660f52c7d3a4a41992f37/images/65ca3fbb1515e26e4a2f4af3/file-7whY3GiIMG.png)
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.