Sign the Retainer Agreement

Sign the Retainer Agreement

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. 




    • Related Articles

    • Creating the Retainer Agreement

      How to Create the Retainer Agreement Budget Module 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 ...

    • Logging In/Out of DesignAlign

      How to Log In to DesignAlign DesignAlign Sign In Screen Open any web browser Enter the following website into the URL "go.designalign.com" Enter your email address Enter your password Click on "Sign In" How to Log Out of DesignAlign Contact Module ...

    • Forgot Password

      How to Reset Your Password DesignAlign Sign In Screen Open any web browser and go to the DesignAlign webpage Click here for information on How to Sign In/Out of DesignAlign" Click on "Forgot Password" (located near the bottom center of the screen) ...

    • Change Budget Status

      How to Change the Budget Status Budget Module Open the Budget Module Click here for information on "How to Open an Existing Budget" Click on "Change Status" (located along the top of the screen)  Click on "Budget Accepted"  The program will ask you ...

    • Add Custom Products to a Budget Template

      How to Add Custom Products to a Budget Template Please Note! In order to add products to your budget templates you MUST have previously added your Brands & Discounts into the DesignAlign program. This will allow our Global Product Catalog to display ...