Adding a Terms of Business file to an Agent

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A terms of business file can be uploaded to SchemeServe so that Agents have to sign/accept the terms of business before being able to proceed to login to SchemeServe. Upon login they are presented with the file to review and accept or decline. They will only need to accept once, unless a new Terms of Business file is uploaded.

To add a Adding a terms of business file to an agent.

On the 'My Company' tab - click on 'Website'

click 'choose file' next to the 'Terms Of Business File'

upload your required document and hit ok.

note; you can only have one document, if you add another one after you have already added one then the latest file will be used and all agents that have not verified the new agreement file will have to accept upon login.