Adding People to a deal

The first stage in creating an agreement is adding the individuals and their roles:

  1. Select the “People” tab at the top of the agreement. Click “Add Person”
  2. Select the role of this person you are adding. You can choose anyone who is a party to the agreement
  3. Enter their details into the fields and click on “Save”. This person’s details will now be automatically filled into all the applicable places on your form

ok-xxl Deal Tip: You can add multiple buyers and sellers to the agreement. All will need to sign in the same location and re-sign/re-initial once a new person has been added to the agreement.