Create a New Contract | Scribe

    Create a New Contract

    • Smart Kx |
    • 20 steps |
    • 2 minutes
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      2
      Go to the "Clients" view
      3
      Search for the household to create a contract for
      4
      Select the correct household
      5
      Make sure there isn't an existing Active Contract. If so, refer to the steps to Amend a Contract
      6
      Click "Create contract"
      7
      Select the Fee Schedule for each account
      8
      Select the account to bill to for each account
      9
      Proceed to the "Adjustments" tab
      10
      Add Exceptions and Line Items as needed
      11
      Proceed to the "Signing" tab
      12
      Select signers as needed
      13
      Proceed to the "Summary" tab
      14
      Select the Billing Method
      15
      Review the contract
      16
      Click "Submit"
      17
      To view the newly created contract:
      18
      Click on the "Contracts" tab
      19
      Click on the Contract ID
      20
      Review the contract