Renaming forms and deal names

To change the name of your agreement:

  1. Click the “Edit” button to the top right of the page
  2. Choose “Edit Fields”
  3. Click the title of the agreement, enter the new name
  4. “Save”

 

Screen Shot 2017-01-10 at 2.50.19 PM

ok-xxl Deal Tip: Renaming deals will now be recorded in the history section. Users can now go back to “History” to view name changes.

Screen Shot 2016-11-25 at 1.38.36 PM