Create a New Contract | Scribe

    Create a New Contract

    • Smart Kx |
    • 0 step |
    • 2 minutes
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      Go to the "Clients" view
      Search for the household to create a contract for
      Select the correct household
      Make sure there isn't an existing Active Contract. If so, refer to the steps to Amend a Contract
      Click "Create contract"
      Select the Fee Schedule for each account
      Select the account to bill to for each account
      Proceed to the "Adjustments" tab
      Add Exceptions and Line Items as needed
      Proceed to the "Signing" tab
      Select signers as needed
      Proceed to the "Summary" tab
      Select the Billing Method
      Review the contract
      Click "Submit"
      To view the newly created contract:
      Click on the "Contracts" tab
      Click on the Contract ID
      Review the contract

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