Save Snapshot of Contract is not working

Judy Mills shared this problem 4 years ago
Solved

can not manually create a contract

Comments (5)

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Since our release of this new feature, you may need to clear your browsers cache in order for it to work properly.

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What if you save a snap shot, the customers signs and then there are additional changes made?


Will the contract auto update? Or will you just have to save another snap shot?

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Upon signing, a snapshot is created. Once there is a snapshot, it will not auto update. You then have to do this manually, but this should cut down on contract creation dramatically

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This snapshot is also where we now use the custom contract stuff we had before correct? I see the drop down but wanted to make sure.


So when we send a contract to a sub now we will drop down to what we want, change as needed and then save the snapshot and send that to them correct?

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That is correct. This is how you create a customized contract. Note though that the status of the event needs to be in a contracted status in order to have access to the contract now.

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