Create a New Client + Send Agreement | Scribe

    Create a New Client + Send Agreement

    • Smart Kx |
    • 0 step |
    • 2 minutes
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/#)
      Click "New Client"

      Create a New Household

      Enter the Household Name, Client Name, and Client Email
      Add more clients with the plus icon

      Send Regulatory Documents and the Client Agreement

      Documents must be added and template(s) must be created prior to creating a new client. Learn how to [Upload a File ](https://scribehow.com/shared/Upload_a_File__IW-iXjbdQtK6_TJez8mLag)and [Create a Template](https://scribehow.com/shared/Create_a_Template__gFQManMhTgGk3vT1hHLQdQ)
      Review the selected documents
      Select whether you would like to send the client agreement for signature or not
      Add an optional note to the client agreement
      Click "Submit"
      Review the attached files
      Review the email template
      Click "Send"

      View the New Household

      Click on the house icon
      Review the household's contact information
      View the new household that you can add accounts to

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