If incorrect information within a contract has been processed for a Candidate, the same contract will need to be generated a second time. To accomplish this without having to refund the family, a copy of the existing contract must be created. With modifications to the Deposit Options, the family will not be required to submit an additional Deposit.

First, a new Contract Type must be created for the copy of the existing contract. (There can only be a single contract per School Year within each Contract Type)
  1. Navigate to onBoard
  2. Settings > Contract Forms
  3. Click Add Type
  4. Input a Title, Category, and the Status
  5. Click Save
Second, the original contract will need to be copied and placed within the new Contract Type that was created.
  1. Navigate to onBoard
  2. Settings > Contract Forms
  3. Click Copy for the selected contract
  4. In the Copy Contract Form window, input information in the required fields:
    1. New Name - Title for the copied contract
    2. Type - Select the new Contract Type that was created
    3. School Year - Choose the correct School Year for the contract 
    4. Click Save
Third, the Deposit Amount will need to be adjusted within the new contract to allow families to submit without paying a deposit.
  1. Navigate to onBoard
  2. Settings > Contract Forms
  3. Click Edit Form for the selected contract
  4. Select the Deposit tab
  5. Click Block Settings within the Deposit Options
  6. Under the Payment Gateway, select "--select an option--" to remove the current payment gateway
  7. For the Deposit Amount, change the Required Fee to $0.00
  8. Click Save
After the contract has been modified and saved, remove the incorrect contract and assign the newly created copy to the candidate within the Checklist tab of the Candidate Profile. The new contract will need to be generated in order for the family to review and submit.
  1. Navigate to onBoard
  2. Settings > Contract Forms
  3. Click on Edit Form for the new contract
  4. Click on Generate Contracts
  5. Verify that the Candidate is included within the generation list
  6. Click Generate