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.
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