Creating the Retainer Agreement
How to Create the Retainer Agreement
-
Open the Budget module
-
Click
here
for information on "How to Open an Existing Budget"
- Click on "Documents" (located near the bottom of the screen)
- Click on the "New" icon(located on the upper right-hand corner of the screen)
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Using the drop-down arrows select "Retainer Agreement" for the Template Type
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Using the drop-down arrows select "Retainer Agreement" for the Template Name
- Click on "Create"
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