DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-069How do I prepare an agreement and send it to a client from a call?Appointments, calls and agreements · Agency and team
In the record, edit and save the agreement summary and recipient details. Review which tasks will be shared and complete the call before publishing a version. Once published, its shared link and the option to share through Operator will appear. Publishing does not send it.
Before sending, verify the channel, recipient, language, and link to the published version. If a detail is missing or incorrect, stop and review the contact or prepare the message through the full Operator flow. Copying a link or message does not send it; record a manual send only after you have sent it.
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