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This page outlines how to add/edit checks & agreements using the Setup Checks & /Agreements screen
From AgencyCloud 12.144+, a key contact can request access to Setup Checks & /Agreements by contacting Reapit Support, click here to request this
Setup Checks & /Agreements allows you to add/edit:
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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
Accessing Setup Checks
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/Agreements screen
From main menu:
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How to add or edit checks & agreements options using the Setup Checks & /Agreements screen |