Lumary DC - This article explains how to record a client's approval of a service agreement.
Once you've generated a quote, you'll need to get the client to approve the service agreement. There are two ways you can capture a client's signature to record their approval. You can either:
- ask the client to input their signature electronically, using a mouse or a touch device, or
- get the client to sign a physical copy of the service agreement and then upload a copy of the signed agreement to the system.
If you're setting up a client with SIL funding, the SIL submission process includes the sending of service agreement quotes. It may be set up to automate the sending and approval of service agreements. The process described in this article is a manual alternative.
This is the final step in setting up a service agreement. Once the agreement's status is Current, you'll be able to deliver, claim and invoice for services listed in the agreement.
Record a client's approval electronically
The system can capture signatures electronically. If your client or their representative can sign their name using a mouse or the touch input of a mobile device, such as a phone or tablet:
- Go to your client's record.
- Click on the Funding tab.
- Scroll down to the Individual Service Agreements section.
- Find the relevant service agreement. It should have a status of Quote Submitted. Click on the View text link at the end of the row.
- This will open the service agreement. Click on the Sign button.
- This will launch the Sign window. Get the client or their representative to sign the space in the white box using a mouse, their finger or a stylus.
If the person adding their signature makes a mistake, click on the Clear Area button to clear the space.
- Once you're happy with the signature, fill in the Name of Individual Signing field.
- Click on the Save button.
The status of the service agreement will be Current and you'll be able to deliver and claim services against the agreement.
To navigate to a copy of the client's signature:
- Click on the Related tab.
- Scroll down to the Files section.
Record a client's approval on a physical copy of the service agreement
If it's not feasible to capture a client's signature electronically, you may need to upload a signed copy of the agreement and update the status manually. Once you have scanned or uploaded the signed copy to your computer:
- Go to your client's record.
- Click on the Funding tab.
- Scroll down to the Individual Service Agreements section.
- Find the relevant service agreement. It should have a status of Quote Submitted. Click on the View text link at the end of the row.
- Click on the Related tab.
- Scroll down to the Files section.
- Click on the Add Files button.
- Navigate to the signed copy of the service agreement on your computer.
- Click on Open.
- Once the file has finished uploading, click on the Close button to close the upload window.
Once you've uploaded the signed agreement, the final step is to update the status of the service agreement record. To do this:
- Click on the Amend button.
- Scroll down to the Outcome section and click in the Client Approved Date field.
- Select today's date, or an earlier date if the approval was received earlier.
- Click on the Save button.
The status of the service agreement will be set to Current and you'll be able to deliver and claim services against the agreement.