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”


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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.

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