Set Default PDFs

Although not required, you can set a default PDF for each recurring service type. Even though default PDFs are set for each recurring service type, you can also select a different PDF on the fly when creating a new recurring service.

To set default PDFs

1. Click Set Defaults in the upper right-hand corner of the page.

2. In the Set Defaults dialog box, select the default agreement PDF for each recurring service type.

3. Click OK.