Adding People to a deal
The first stage in creating an agreement is adding the individuals and their roles:
- Select the “People” tab at the top of the agreement. Click “Add Person”
- Select the role of this person you are adding. You can choose anyone who is a party to the agreement
- 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
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.