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  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

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