Disclose Annual Amendments | Scribe

    Disclose Annual Amendments

    • Smart Kx |
    • 11 steps |
    • 36 seconds
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      2
      Click on your account
      3
      Click "Files"
      4
      Upload all your updated annual amendments
      5
      Click "Save"
      6
      Click "All Custodians"
      7
      Go to the "Contracts" tab
      8
      Select the contracts you want to disclose annual amendments to or Select all
      9
      Click "Disclose Annual Amendment"
      10
      Review the email
      information ordinal icon
      Note- this email is customizable by firm and the information in \[brackets\] is client specific. Reach out to [[email protected]](mailto:[email protected]) if you would like to request an email template change.\ \ You can send a test email to yourself to review the contents prior to disclosing to all clients.
      11
      Click "Send"