How to Verify and Finalize Your Uploaded Inspection Agreements
Ensuring the accuracy and readiness of your uploaded inspection agreements is crucial, as these documents are legally binding. Follow the steps below to review, verify, and finalize your agreements before using them with clients.
Step 1: Preview Your Agreements
Navigate to Settings → Office Settings → Agreements in your ISN account.
Locate the uploaded agreement and preview it to ensure it matches the content you provided. This step allows you to verify the document's formatting and content.
Step 2: Create a Test Order
Create a test order in your ISN to see how the agreement appears in the client view. This step helps you confirm that the agreement is displayed correctly and is ready for use.
Step 3: Verify Associations
Ensure that the agreement is correctly associated with the relevant inspection types. Use the 'Associate Agreements and Inspection Types' button under the Agreements section.
If needed, assign agreements to specific services by navigating to Settings → Office Settings → Inspection and Fee Settings → Services & Packages.
Step 4: Edit Grammar or Verbiage (If Necessary)
If you notice any grammar or wording issues, edit the agreement text yourself.
To edit, return to the Agreements section in your ISN and update the text as needed.
Final Checklist Before Use
Confirm that the agreement matches the content you provided.
Verify that all associations with inspection types and services are accurate.
Ensure that the agreement is free of grammatical or formatting errors.
Only proceed to use the agreement with clients once you are confident it is 100% correct.
By following these steps, you can ensure that your inspection agreements are accurate, professional, and ready for use with clients.