Some referral agreements that have been sent and/or fully executed by Docusign may need to be changed due to an error or a change in the agreement.
Here’s what to do in each situation:- Completed Agreement
- Incomplete Agreement
To change a fully executed agreement you need to:
- Complete a new referral agreement on our website
- **Insert the following note in the “Notes” section: **This agreement shall override and replace the previous agreement, dated [insert date of previous agreement] for the named client(s).