Overview:
A Consulting Agreement is a crucial document that outlines the terms and conditions between a consulting service provider and a client. This wiki provides a step-by-step guide on accessing the Consulting Agreement through MyVolico.
Prerequisites:
- Open Ticket: Ensure that you have an active and open ticket related to the consulting service.
Accessing the Consulting Agreement:
Use the Ticket URL Link to Access MyVolico:
- Find and click on the provided link within your Ubersmith ticket to access the Consulting Agreement in MyVolico.
- This link may be included in an email sent to you or accessed directly from your MyVolico dashboard.
Log into Your MyVolico Account:
- Upon clicking the link, you may be prompted to log in. Please use your MyVolico credentials for this step.
- If this is your first time accessing the portal, use the forgot password option to setup your account.
Two-Factor Authentication:
- For enhanced security, participate in the two-factor authentication process as prompted.
Consulting Agreement Details:
- Upon successful login, you'll be prompted to verify your identity before gaining access to the Consulting Agreement page. Once the authentication process is successfully completed, you will be redirected to the Consulting Agreement page.
Additional Information Box:
- Explore the additional information box to input any extra details if needed.
Agree to Terms and Conditions:
- Carefully review the terms and conditions.
- Check the agreement box to indicate your acceptance.
Submit the Form:
- Complete required fields and provide additional information if necessary.
- Click the "Submit" button to send the form.
Success Confirmation:
- Upon successful submission, a confirmation page will be displayed, affirming the completion of the Consulting Agreement process.
Error Handling:
- If errors occur during submission, you will be redirected back to the form.
- Review the error messages, correct the information, and resubmit the form.