How to Save Signed Client Agreement in Dropbox

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1. Once a client signed agreement, a notification email will be sent to help@wealthsafe.com.au.
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2. Once received, check all the details, properly filled out and signed by the client.
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3. Save the agreement by clicking the file, the drop-down arrow and Save As.
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4. Look for the client folder in Dropbox. Wealth Safe > Clients > Name of Client. If none yet, create a folder (see video training how to create a client folder).
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5. Save the agreement by YYMMDD SIGNED WS – Type of Agreement – Name of Client (ex. 221201 SIGNED WS – Generic Agreement – John Doe).
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6. Click Save.
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