How to Resend An Electronic Document in ScoreCEO

 

With ScoreCEO you can resend the document if needed. We will show you the steps needed to do so. 

STEPS

Logging in in ScoreCEO
Logging in in ScoreCEO
  • Step 2. Enter in Email Address, and Password and Select Login.
logging in in ScoreCEO
logging in in ScoreCEO
  • Step 3. Select Lead/Consumer and search for the person you would like to resend the contract for.
Clicking on leads/consumers in ScoreCEO
Clicking on leads/consumers in ScoreCEO
  • Step 4. Select the lead or customer
Selecting one lead in ScoreCEO
Selecting one lead in ScoreCEO
  • Step 5. Select the documents to access there document area.
Showing the documents to access there document area
Showing the documents to access there document area
  • Step 6. Select and click Signed Documents
Clicking Signed Documents
Clicking Signed Documents
  • Step 7. Select and Click Send New Document, this will be located in the top right corner.
Selecting and Clicking Send New Document
Selecting and Clicking Send New Document
  • Step 8. Select the dropdown menu to see the available contacts.
Showing the dropdown menu to see the available contacts
Showing the dropdown menu to see the available contacts
  • Step 9.  Once you have clicked the drop-down select the document you would like to send
Selecting the available contract in ScoreCEO
Selecting the available contract in ScoreCEO
  • Step 10. Click Send to Send the Contract
Sending a contract
Sending a contract

Conclusion

In conclusion, ScoreCEO makes it easy to resend contracts when needed. By following these simple steps, you can efficiently manage your electronic documents. Streamline your processes and ensure that your leads and customers receive the necessary contracts with ease. Simplify your workflow with ScoreCEO.

Get the best out of your ScoreCEO dashboard by following our tutorials: http://ow.ly/L8S650vVtcw.

Category: How-To
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