Use the legal tab to track the disclosure statement and amendments. Once the Spark team has uploaded your document, you can add it to the legal section to begin tracking receipt of each document on 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/Amendment, select the appropriate file (uploaded by the Spark team), and add a due date if required. Select an email template and enter a subject line.
Note that 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, you will also be required to specify the correct file generation settings for the new document. Select either to generate and send the document only to contracts written prior to the amendment date (new contracts will generate only the disclosure) or to generate and send the document to all contracts, 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.
Note: once files have been generated for this document, you will no longer be able to edit the date or remove this disclosure from the project.
When you are done, click to save the Disclosure/Amendment. For help with mass sending the Disclosure/Amendment, see Disclosure & Amendments - Statistics & Mass-Sending.
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