How To Add a PDF/Annexure/Document To Your Agency Agreement (NSW)

By including these documents, parties can ensure that all important information is clearly outlined and mutually agreed upon.

• Summary:
• Before you start:
• Adding annexures in your office setting:
• In the Agency Agreements:

Summary:

• Office admin can now annexures (PDF) into their office setting

• Office admin can opt whether to automatically include the annexure in every Agency Agreement generated by the office

• The agent can add annexures when creating the Agency Agreement.

Before you start: 

3. Select the office and click settings

4. Click Agency Agreement on the left-hand side panel and click add another

From here you can:

1. 1. Title: Name the PDF

   2. Is included: Do you want to include this PDF in every Agency Agreement automatically → Tick Yes

   3. Content-Type: Do you want to upload a PDF, or insert a paragraph of free text for us to bundle into an annexure doc

5. Once you have added the annexure, click Update annexure to save.

6. Repeat and click on add another to add as many annexures as you need.

In the Agency Agreements:

1. When creating the Agency Agreement, if the office admin set up any defaults within the office setting, the annexures will appear in “Applied Annexure"

2.  Agents can remove these by clicking the bin icon

3. Agents can add their own annexure specific to this Agency Agreement by clicking create custom annexure. Click here for step by step guide on how to add a PDF to your Agreement