Working With Your Contract
Use this section for how to work with your contract on the Leads and Re-enrollment Leads tables and how to track your contracts using the Submitted/Pending Contracts table. This will include articles and videos on how to create and release contracts, how to add line items, how to split contracts, and much more.
- 'Release to Parents' Option for Individual Contracts (bulk option included)
- Deleting Unsigned Contracts from the Submitted/Pending Contracts Table
- Exporting Information from the Submitted/Pending Contracts (aka: Lead Contracts) Table
- How to add Multiple Signatures to Contracts
- How to Add/Edit Contract Line Items from the Leads and Re-enrollment Leads tables
- How to Change the Contract Tied to a Lead or Re-enrollment Lead
- How to Change the Lead a Contract is Tied To
- How to Create Contracts Manually
- How to Download a Contract from the Submitted Contracts Table
- How to Release Enrollment or Re-Enrollment Contracts to Parents
- How to Remove a Signature or a Signatory from a Contract (Non-Tuition Management Schools)
- How to Send a Contract Back to the Portal When There Is No Invoice Tied to a Contract
- How to Split a Contract
- How to Split Contracts When a Lead Already has a Contract
- How to Verify if Your Contracts are Set to Release to Parents
- Selecting the Payment Schedule for an Incomplete Contract
- Using Administrator Signatures on Contracts
- Using the Submitted/Pending Contracts Table
- Using the Submitted/Pending Contracts Table (with visual aids)