Download & Send

Download & Send is the manual way to collect signatures. You download the pre-filled agreements and send them to depositors through your own channels. Click to Accept is the default method. To switch, use the opt out to manual link in Transition Materials. The choice applies to your whole program, and you can change it until the first acceptance links are sent. Agreements can't go out until every account type has a template in Transition Materials.

Steps

Program TransitionsWaveT&CsDownload Selected

1. Open the wave and go to the T&Cs tab.
2. Select accounts and click Download Selected to get the pre-filled agreements.
3. Send the agreements to depositors through your usual channels.
4. Update each agreement's status as signatures come back and retain the signed agreement in your institution's records. Use the Outreach column on the Transition Summary to keep track of which depositors you've contacted.
5. Signed accounts move to the Open tab automatically.