Have you received your signed Terms of Business back from your Contact? Did you know you can acknowledge it on Adapt?
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From the Contact record, select the Audit page and navigate to the Terms of Business section.
​Note: There should already be a date alongside the ‘TOB Sent’ button.

Click on the ‘TOB Acknowledge’ button. Once confirmed, a date will appear alongside it.

You can also add a copy of the signed TOB to the system. Use the Document Library of the Client and add it into the ‘Approved Terms and Conditions’ folder.

Note : Sending Terms of Business shows you how to send them out!