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Knowledge Base |
Attach Agreement P D F File To New Agreement Emails
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This article will guide you on editing the setting that allows to attach an agreement PDF to new agreement emails.
Requirements - A Master Admin login or a staff type that has the following permissions:
Go to Setup > Sales > Sales Settings > New Agreements. Search for the setting Attach Agreement PDF to New Agreement Emails. Click on the Yes/No options to adjust the setting. Yes means the agreement pdf will be attached to the system email the member receives when signing a new agreement.
Requirements - A Master Admin login or a staff type that has the following permissions:
- Club Setup: Can access setup
- Club Setup: Can access sales general settings
Access The New Agreement Settings
Go to Setup > Sales > Sales Settings > New Agreements. Search for the setting Attach Agreement PDF to New Agreement Emails. Click on the Yes/No options to adjust the setting. Yes means the agreement pdf will be attached to the system email the member receives when signing a new agreement.
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