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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