Creating the Retainer Agreement

Creating the Retainer Agreement

How to Create the Retainer Agreement

Budget Module
  1. Open the Budget module
    1. Click here for information on "How to Open an Existing Budget"
  2. Click on "Documents" (
    located near the bottom of the screen) 

  3. Click on the "New" icon
    (located on the upper right-hand corner of the screen) 

  4. Using the drop-down arrows select "Retainer Agreement" for the Template Type
  5. Using the drop-down arrows select "Retainer Agreement" for the Template Name
  6. Click on "Create" 

 
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