Note: Only for Organizations with Paid Accounts, and must be done by either an Admin or Supervisor.
You may customize the default language that appears at the top of each section of a Cover Page as follows:
- Go to Settings/Cover Pages.
- Choose the Standard Agreement Cover Page type to modify.
- Click 'Edit' on the top, right-hand side of the page.
- A blue box will appear around all of the editable and customizable sections of the Cover Page.
- Once you are done with your edits. click 'Save' on the top, right-hand side of the page.
Notes:
1. The liquid tags of {{Sender}} and {{Recipient}} are only functional within the Heading/Title of the Agreement (where they appear by default).
2. Any edits you make to this default text will appear in all new Deals going forward for that Standard Agreement type, but will not affect any completed, sent or in-process Deals.