How to Create and Edit New Agreement(s) Templates

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    Brian Tomko

    This help information is not up-to-date...There is no "Agreement Template" option under "Appointments."

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    Chancellor Cumming

    This doesn't tell me how to add my logo into the ashi template agreement. It wont let me paste it into the top.  

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    Mark Schwarz

    What I see is that the editor in my PC version is not the same as the editor at the online Dashboard.  There are many more quality options with the dashboard, BUT I could not find the automatic merge variable fill feature online.

     Further, the logo options which I used to put my company logo at the top of my agreement are not available with the online Dashboard merge variables choices.  So I assume my logo wont print since it is not offered. (Cant make my agreement print at this time so I do not know)  But there is a place to put my logo in the profile section. 

    Lastly, If I edit my agreement at the Dashboard online I do not see that I will be able to download those changes to my PC harddrive.

    Do I have it right HomeGauge?

     

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