How to Sign 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 "Change Status" (located along the top of the screen) 

   
   

   
   
3. Click on "Retainer Signed" 

   

   
   
4. The program will ask you to verify that you would like to make this change
   
1. If no, you can "Cancel"
   
2. If yes, you can "Confirm"

Helpful Hint!

We recommend that you perform this step AFTER you have a signed Retainer Agreement and have collected the Retainer Fee (if applicable) from your client.