- 1Open the agreement under Finance, then Service Agreements (or from the converted quote).
- 2Review line items, cancellation terms, public holiday and STA settings, and the plan manager and support coordinator contacts.
- 3Send for internal review, then Send for signing. Each signatory (participant or representative, provider, plan manager, support coordinator, witness as configured) signs via their own secure link.
- 4Progress is tracked per signature. When everyone has signed, the agreement becomes fully executed and the signed PDF is stored on the record.
Fully executed agreements with a signed PDF automatically appear in the participant's family portal under Documents.