Disclosure & Amendment Settings

Use the Legal tab in Spark to track your Disclosure Statement and any subsequent Amendments. Once the Spark team has uploaded your document, add it to the Legal section to begin tracking receipt of each document across your contracts.

To add a Disclosure Statement (or subsequent Amendment to Disclosure Statement), navigate to Settings → Contracts and choose the Legal tab. Click + New Disclosure (or + New Amendment). 

Enter the name and date of the Disclosure or Amendment, select the appropriate file (previously uploaded by the Spark team), and add a due date if required. Then select an email template and enter a subject line for the notification email.

While it is an excellent idea to preview your template, the link to the disclosure materials will not work in preview. This is because the link will take each recipient to their personal document portal once the email has been sent.

If you have previously generated documents on this project, you will also need to specify file generation settings for the new document. Choose one of the following options:

• Contracts prior to the amendment date only: Generates and sends the document only to contracts written before the amendment date. New contracts will generate the disclosure only.
• All contracts: Generates and sends the document to all contracts — both previously written and going forward.

If you aren’t yet ready to send the disclosure/amendment; leave Generate files now unselected and click Save.

When you are ready to generate the Disclosure/Amendment on any contracts with purchasers that don't yet have it, select Generate files now.

When you are done, click Save to save the Disclosure or Amendment. For help with mass sending, see Disclosure & Amendments — Statistics & Mass-Sending.

Watch the Video Tutorial!