Where are Signed Agreements Stored in TapGoods PRO?
So you’ve shared a Rental Agreement or Disclaimer with your Customer and they signed; you’re good to go! But where in TapGoods PRO can you find signed agreements if you need to locate them again? There are two places where you can view signed documentation in TapGoods PRO:
- On the Order that the agreement was signed on
- In Document Reports
In this article, both methods will be covered.
Locating a Signed Agreement on an Order
Once a Customer signs an agreement on an Order, you can locate their signature and the name of the Document at any time via the Billing tab of the Order.
On the Billing tab, any signatures on Order Agreements and Disclaimers will be shown at the top of the tab. With this feature, you can quickly confirm whether the Customer has signed the required documentation for the Order.
If you want to download the signed agreement(s) from the Order, navigate to the Details tab and download the Signed Agreement from the Documents section.
Locating Signed Agreements in Document Reports
Document Reports is a detailed page of TapGoods PRO on which you can locate all Documentation in your account. Document Reports are located under Admin on the TapGoods PRO menu.
On the Documents Report, follow the steps listed below to locate signed agreements:
- Click the dropdown arrow next to Select Document Type.
- Click Signed Agreements.
Once you have filtered for Signed Agreements, you can download the Agreement by clicking on the Download icon next to the document.