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Getting started
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What's New - Release Notes
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Masters
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Recruitment
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Allocations
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Finance
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Your Members
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Your Clients
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Client Portal 2.0
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Reporting
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Growth Modules
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FAQs
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Roadmap
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Webinar Library
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Printer Kit
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Additional Services
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Online Store
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Version X - Growth Modules
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Version X - Reporting
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Verison X - FAQ
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Version X - Allocations
How can I get professionals to sign documents via the system?
The only way to manage this is via our growth module XeopleSign which allows for sending templated to both members and professionals - in this case, allowing professionals to sign documents which are then tracked against their profile in the system.
There are a large variety of applications - for example, accepting terms of service, acknowledging updates/changes to rates, etc.
Please note that this is an additional paid feature - for more information or to book a demo session to see more, please contact the support team.