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Customize Agreement Welcome Message

This article shows you how to customize the Welcome Message that shows up on the agreement signature page in your ISN for your clients.

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

The ISN has a great feature that allows the ISN owner to customize the message that a client sees when signing their agreement online!

This feature allows you to use replacement values (if desired) in the message box that will pull the information from the order, or simply have it state a message that will work best for your business.

To take advantage of this feature, Navigate to Settings -- Office Settings -- Interacting with Clients and Agents -- Agreement Options

From there the following screen will appear and the Agreement Welcome Box will become available to allow a custom message.

The custom message that is entered in the Agreement Welcome Message box will now appear on the pages when client signs their agreement online!

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.


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