Create a New Client + Send Agreement | Scribe

    Create a New Client + Send Agreement

    • Smart Kx |
    • 14 steps |
    • 2 minutes
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/#)
      2
      Click "New Client"

      Create a New Household

      3
      Enter the Household Name, Client Name, and Client Email
      4
      Add more clients with the plus icon

      Send Regulatory Documents and the Client Agreement

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      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)
      5
      Review the selected documents
      6
      Select whether you would like to send the client agreement for signature or not
      7
      Add an optional note to the client agreement
      8
      Click "Submit"
      9
      Review the attached files
      10
      Review the email template
      11
      Click "Send"

      View the New Household

      12
      Click on the house icon
      13
      Review the household's contact information
      14
      View the new household that you can add accounts to