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How to Resend An Electronic Document in ScoreCEO

by Ariana Almodovar ● Posted on January 13th, 2020

With ScoreCEO you can resend the document if needed. We will show you the steps needed to do so.

STEPS

Step 1. Navigate to https://beta.scoreceo.com

Step 2. Enter in Email Address, and Password and Select Login.

Step 3. Select Lead/Consumer and search for the person you would like to resend the contract for.

Step 4. Select the lead or customer

Step 5. Select the documents to access there document area.

Showing the documents to access there document area

Step 6. Select and click Signed Documents

Step 7. Select and Click Send New Document, this will be located in the top right corner.

Selecting and Clicking Send New Document

Step 8. Select the dropdown menu to see the available contacts.

Showing the dropdown menu to see the available contacts

Step 9. Once you have clicked the drop-down select the document you would like to send

Selecting the available contract in ScoreCEO

Step 10. Click Send to Send the Contract

Conclusion

In conclusion, ScoreCEO makes it easy to resend contracts when needed. By following these simple steps, you can efficiently manage your electronic documents. Streamline your processes and ensure that your leads and customers receive the necessary contracts with ease. Simplify your workflow with ScoreCEO.

Get the best out of your ScoreCEO dashboard by following our tutorials: http://ow.ly/L8S650vVtcw.

Category: How-To