Agreements Dashboard

Instructions

Log on to 2Shakes and click on the Agreement link in the top navigation bar. You will see a table of all the agreements you have created.

  • Search Lets you search on some of the text in the clients name
  • Sort the table by selecting the SortGif button in the header of the table.
  • Select Client name will take you go back to where you left of with the agreement
    • If the agreement is in Draft Status clicking on the client name will takes you back to the Add Signatories screen
    • If the agreement is Signing in Process Status it takes you to the Review and Sign screen
    • If the agreement is in Complete Status it takes you to the Confirmation screen
  • Select ACC form or IRD form will open a copy of the form that has been authority form that has been submitted.
  • Selecting the name of the Authority letter Company will open signed client authority letter for that organisation.

Dashboard

agreement-screen

More Support?

Didn’t find what you needed here?

  • Contact us and can talk you through what you need to know (Mike@2shakes.co.nz or 021 0699535)
  • Return to our Support Page