Creating a New Contract - Batch Renewal

Creating a New Contract - Batch Renewal

Contracts can be created in batch within the Renewal Manager. This process will convert the Offer contract for all selected records to live contracts.

STEPS

  1. Select the records you wish to create contracts for.
  2. Click on the Batch Renew icon.
  3. Click on the Update button then Finish.
  4. Ensure the Next Offer details are updated as expected correctly.

Step 1


Step 2 & Step 3



Step 4