Sending out the sales memorandum can only be done once you have both sets of Solicitors details from the buyers and sellers.
Step 1. To begin find the offer on the dashboard. and go onto the offer page.
Step 2. You will then have to add the solicitors detail to the file. You will have to scroll down to the 'Seller Solicitor' and 'Buyer Solicitor' boxes.
Step 3. Click on the 'Add Now' button on the relevant box. This will bring up a box, which initially asks you who you are adding the solicitors on behalf of. Select a User from the list, and then click on the '0 solicitors found' area on the right hand side of the box, which will show the button to 'Create New solicitor'.
Step 4. The Solicitors card, where their details should be added, will then pop up and allow you to enter their details. Click 'Save' once this is done, and the Solicitors details will appear in the relevant box.
Step 5. Once both sets of details have been entered, you can then scroll down to the bottom of the Offer page, where the option to send the Sales Memorandum is located. This option appears once the offer is accepted, however you will get an error message if you try to send it before Solicitor details are added.
Step 6. Click on the 'Generate Now' button to create the document to send.
If you have to re send out the sales memorandum due to changes with the offer, click on the 'Recreate' button to generate a new Sales Memorandum.
Step 7.A. Click on the 'Send' button, this will bring up a selection of people to send documents to. This will include the Seller, Buyer and both sets of solicitors.
You can choose if you would like to send an acknowledgement email to the Buyer and Seller informing them the Sales Memorandum has been sent to their solicitor, where as the Solicitors will receive a copy of the Sales Memorandum itself.
Click on the names of all the people who you wish to send to and click back on the 'Send Sales Memorandum' card. Once all the names are in there you can click send.
Step 7.B. If you cannot find the name on the list then you can manually input the email address you wish to send it to and click on the send button.
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