Content Comparison

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1. Go to the applicable Opportunity record

2. If the Opportunity

   1. is in the Onboarding stage

   , is ready for signature and has been signed off, the

   2. Ready for Signature = √ (Onboarding Tab)

   3. The Generate Documents QA will be visible.

3. Click Generate Documents and follow along with the guided process

4. Select the Agreement Type and Delivery Method

5. Select the My Supports Signer - This staff member will receive the document after the client has signed it or the recipient for an in-person signing.

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