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User Guide

Business Portal Login

Client Details

You can change certain details associated with your client account on this page. Business name and ABN, website URL, business address, and postal address can all be modified on this page.

Contracts

Contract list

Contracts - Prefs List

A list of contracts can be seen at the bottom of the Client Details page. This list will show previously signed contracts and any contracts that require signing. To sign a contract, a staff member must have the 'Edit Client Account Settings' permission on their login.

Signing contacts

Contracts - Client Details

The client details to be added to the contract will be shown at the top of the page. Make sure these details are correct before signing any contracts.

Contracts - Signature

The contract will be signed using your details and signature. The email and name fields are already filled out using the details from your login account and cannot be changed here.