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contract help

  • December 27, 2024
  • 3 replies
  • 13 views
Barbara Jensen

how do I change a name on the signature line of a contract? We changed the name in contacts, it changed the name in the contract but not the name on the signature line

Best answer by Diana The Finer Points

Signature line changes based on the participant in the workspace. If there’s multiple participants to choose from, you should be able to click on the signature name and then on the right side, there’s a drop down to let you change the person.

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      3 replies

      Diana The Finer Points
      Luminary
      Forum|alt.badge.img+9

      Signature line changes based on the participant in the workspace. If there’s multiple participants to choose from, you should be able to click on the signature name and then on the right side, there’s a drop down to let you change the person.

      Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
      Barbara Jensen

      unable to click on the name on the signature line. I have changed the name in the contacts and it changed in the contract except on the signature line

      Diana The Finer Points
      Luminary
      Forum|alt.badge.img+9

      Might need to start the file over. I bet it’s not picking up the changes 

      Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
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