Send Guidelines to customers

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Estimated reading time: < 1 min

Step 1
Use Clickup to send Guidelines.

Find a lead and change status to PENDING GUIDELINES.
The system will automatically send the guidelines.

Step 2
Login to Sign request to verify that the guidelines were sent successfully.

NOTE: If the guidelines were not sent, check email address and re-trigger send guidelines by updating the email address, changing status to new lead and back to Pending Guidelines.

If issue persists send guidelines manually via Sign Request.

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