How do I upload a contract?
When an installation or financing agreement is e-signed outside of EverBright or if it is wet-signed, it will need to be uploaded on the platform. Use the following steps once you are in the correct job.
Navigate to the contract phase, add a quote, and successfully Send E-sign.
Once this is completed, the Upload button will no longer be grayed out.
After clicking on Upload, you'll be prompted to choose a document. Select the corresponding document. Once the upload is successful, the Contract Status will then be marked as Completed.
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