Category: IT (Page 4 of 11)

How to enable external email communication for a specific user in Google Groups when Organizational Unit is more restricted

November 9, 2025 /

How to enable external email communication for a specific user in Google Groups

Raised from ticket #2159

If you need to allow a specific user to receive external emails for a limited time, follow these steps:

  1. Create a New Group with External Communication Permissions:
    • Access the Google Admin Console: Navigate to admin.google.com and sign in with your administrator credentials.
    • In the Admin Console, go to Groups.
    • Click on Create group.
    • Enter the group’s name, email address, and description.
    • Set Group Access Permissions:
      • Allow external members if needed.
      • Permit external users to send emails to the group.
      • Set viewing permissions according to your requirements.
    • Click Create group to finalize.
  2. Add the User to the New Group:
    • In the Admin Console, navigate to Groups.
    • Select the newly created group.
    • Click on Members.
    • Click Add members.
    • Enter the user’s email address and assign the appropriate role (e.g., Member).
    • Click Add to group.
  3. Ensure No Conflict with Original Group:
    • Review the original Organizational Unit’s settings in Apps > Gmail > Compliance to confirm that external communication is restricted.
    • Ensure that the user’s membership in the new group does not grant them unintended permissions in the original Organizational Unit.
  4. Monitor and Adjust as Needed:
    • Regularly review the group’s activity to ensure that external communications are functioning as intended.
    • If any issues arise, revisit the group settings to make necessary adjustments.

By following these steps, you can successfully enable a specific user to communicate externally while maintaining their membership in a group with restricted external communication.

How to Apply for Adobe Nonprofit Discounts for Acrobat Pro

November 9, 2025 /

Applying for Adobe Nonprofit Discounts

Step-by-step Guide

  1. Check Eligibility: Ensure your organization is eligible for nonprofit pricing by providing a 501c3 document or IRS letter of determination.
  2. Visit Adobe’s Nonprofit Page: Navigate to Adobe Nonprofits.
  3. Login and Verification: Sign in with the organization’s Adobe account (ensure monitoring of the email linked to this account for important communications).
  4. Submit Necessary Documents: Provide required documents as per Adobe’s guidelines for nonprofit verification.
  5. Await Approval: Adobe will review the submission; keep track of emails for approval updates.
  6. Account Monitoring: Once approved, ensure the technical contact to manage your Adobe account updates the payment details and approves the change in subscription to enjoy the discounted rate.
  7. Finalize Subscription Adjustments: Work with Adobe support as needed to confirm discount application and complete any subscription transitions.

Troubleshooting

  • If payment or approval gets delayed, contact Adobe Support for status updates and further guidance.
  • Always ensure communication lines are open between relevant IT, administrative staff, and Adobe personnel.

Hide a Local User Account from the Sign-In Screen in Windows 11 by GUI or by Powershell Admin/Script

November 9, 2025 /

Hide a Local User Account from the Sign-In Screen in Windows 11 by GUI or by Powershell Admin/Script

Overview

This guide explains how to create or use a local Windows 11 user account while hiding it from the login screen, so that the account remains active and accessible (by name/password), but does not appear among visible users at sign-in. The script near the end after the GUI steps will make this faster.

NOTE: The script is untested as of 6-20-25 because I don’t have time but from the looks of it seems pretty good. Definitely test on a throwaway vm before deploying the script please. – Andrae

This will be good for hiding the Scanning user especially, attention raised from Tavros #3583 where staff was concerned about having this extra user installed for no clear reason. We can use this to hide service accounts as needed so it doesn’t become a concern for anyone that might be a little more tech-fearful or just wants more cleanliness.

🔒 Who This Is For

  • Administrators creating service, support, or maintenance accounts.
  • Users who want to keep an account functional but discreet (not visible to regular users).

✅ Requirements

  • You must be logged in with an administrator account.
  • Be comfortable using the Registry Editor (regedit.exe).
  • 👇 (Optional) Backup your registry or create a System Restore point.

🧰 Step-by-Step Guide

1. Open Registry Editor

  • Press Win + R, type regedit, and press Enter.

2. Navigate to This Key

CopyEditHKEY_LOCAL_MACHINE\
 SOFTWARE\Microsoft\Windows NT\
 CurrentVersion\Winlogon

3. Create Required Subkeys

  • Right-click Winlogon ➜ New ➜ Key, name it SpecialAccounts.
  • Under SpecialAccounts, create another key named UserList.

4. Add the User to Hide

5. Restart Windows

  • Logs off or reboot the PC to apply changes.
  • The specified user will no longer appear on the Windows 11 login screen, although the account is still active with its password intactwintips.org+1umatechnology.org+1.

🔄 Unhide or Re-enable an Account

🔔 Important Notes

  • Account remains usable: Users can still log on if they manually type the account name and password (e.g. via `Ctrl+Alt+Del ➜ “Other User”)superuser.com+20xjamesli.com+2wintips.org+2.
  • Does not increase security: This is an obscurity measure, not real protection—admins with registry or local privileges can still see and modify hidden accounts.
  • Admin account caution: If you hide the only admin-level account, consider having another visible admin available to avoid lockout0xjamesli.com+4checksomebytes.com+4wintips.org+4.

👥 Alternative Methods

MethodDescription
Disable the AccountMakes the account unusable, not just hidden. Run: net user username /active:notechssh.com+7wintips.org+7superuser.com+7
Group PolicyEnterprise/Pro users can adjust GPO to hide last user or enumerate accounts; not aimed at per-user hiding

🔍 Troubleshooting

  • Registry path must be exact, including spelling and capitalization.
  • Ensure the username matches exactly (including spaces or symbols).
  • If changes aren’t immediate, reboot.
  • If locked out of admin rights, you can still revert using runas from a standard accountanswers.microsoft.com+1superuser.com+1.

✅ Summary

To hide an active local user account from the Windows 11 sign-in screen:

  1. Use Registry Editor to add a DWORD under:CopyEditHKLM\SOFTWARE\Microsoft\Windows NT\CurrentVersion\Winlogon\SpecialAccounts\UserList
  2. Name it after the user and set the value to 0.
  3. Restart the computer.
  4. To unhide, change value to 1 or delete it.

This method effectively hides the account from the login UI, while preserving its functionality—useful for behind-the-scenes or admin accounts.

📚 Sources

Let me know if you’d like screenshots, automation scripts, or batch commands to make this process even easier!

Favicon
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Sources

You said:

A powershell script to do this even quicker would be awesome if you’ve got it.

ChatGPT said:

Here’s a PowerShell script that automates hiding (or unhiding) a local user account from the Windows 11 login screen by updating the registry:

powershellCopyEdit<#
 .SYNOPSIS
   Hide or show a local user account on the login screen (Windows 10/11).
 .PARAMETER Username
   Name of the local user account to toggle.
 .PARAMETER Hide
   Specify $true to hide the account, $false to show (or remove) it.
 .EXAMPLE
   .\HideLocalUser.ps1 -Username "ServiceAccount" -Hide $true
#>

param(
  [Parameter(Mandatory)][string]$Username,
  [Parameter()][bool]$Hide = $true
)

$regPath = "HKLM:\SOFTWARE\Microsoft\Windows NT\CurrentVersion\Winlogon\SpecialAccounts\UserList"

# Ensure the key path exists
if (-not (Test-Path $regPath)) {
    New-Item -Path $regPath -Force | Out-Null
}

# Set DWORD to 0 to hide, 1 (or delete) to show
if ($Hide) {
    New-ItemProperty -Path $regPath -Name $Username -PropertyType DWORD -Value 0 -Force | Out-Null
    Write-Output "✅ '$Username' is now hidden from the login screen."
} else {
    # Option A: Set value to 1
    if (Get-ItemProperty -Path $regPath -Name $Username -ErrorAction SilentlyContinue) {
        Remove-ItemProperty -Path $regPath -Name $Username -ErrorAction SilentlyContinue
    }
    Write-Output "✅ '$Username' is now visible on the login screen."
}

📌 How to Use

  1. Save the above script as HideLocalUser.ps1.
  2. Open PowerShell as Administrator.
  3. Run to hide:powershellCopyEdit.\HideLocalUser.ps1 -Username "YourUserName" -Hide $true
  4. Or run to unhide:powershellCopyEdit.\HideLocalUser.ps1 -Username "YourUserName" -Hide $false
  5. Reboot the PC to apply the changes and refresh the sign-in screen.

🧠 How It Works

✅ Bonus Tip

To quickly hide built-in or admin accounts, you can edit the script like this (no prompts):

powershellCopyEdit.\HideLocalUser.ps1 -Username "Administrator" -Hide $true

Great for service or admin user automation.

Great Youtube Links for customers

November 9, 2025 /

Please follow the formatting below

—————————————————————-

Link:

Use:

Training on the basics of use, and the difference between MS programs Lists, Planner, Project and ToDo.

—————————————————————-

AI Prompts: How to use Plaud AI to Summarize conversations and calls

November 9, 2025 /

How to Use Plaud AI to Generate Recap Emails from Call Recordings (Andrae’s Style)

📌 Overview

This guide shows how to leverage Plaud AI in combination with a custom prompt (crafted using GPT or Gemini) to transform call recordings into friendly, customer-facing recap emails — tailored to the warm and accessible tone we use at Ultrex IT. If you’re already using GPT to match your email writing style, this will feel like magic. 🙂

🧠 Step 1: Train GPT (or Gemini) to Write Like You

Before using Plaud AI, ensure that your LLM of choice (e.g., GPT-4 or Gemini) understands your writing voice. If you’ve already done this, skip to Step 2.

💬 Recommended Prompt to Train GPT:

“I’m using Plaud AI to help summarize call recordings of my meetings, and I’d like to create a prompt template that helps summarize those calls into recap emails in the same way that I’ve had you remember how I write. What would you recommend prompting this AI tool with to help it summarize and recap in my style?”

GPT will likely return something like the below 👇

📝 Example Plaud AI Prompt Template (Andrae’s Recap Email Style)

Please summarize the following meeting transcript into a warm, friendly recap email in the style of an IT specialist at a small MSP. The email should:

  • Start casually, with a greeting like “Howdy [Name]!” or “Hey there, [Name] :)”
  • Include a quick summary at the top, clearly and casually stating what the meeting covered.
  • Break down key points into bullet-style notes, using plain language, occasional smiley faces, and a warm, supportive tone.
  • Highlight decisions made, tasks assigned, next steps, or anything the client should be aware of.
  • Make technical parts accessible without overexplaining.
  • End with a warm, appreciative closing, such as:
    • “If you have any questions or concerns, please do let us know! We’ve got your back :)”
    • “Thanks again for all that you do. We’re here and ready to serve :)”
    • “Hope this helps! Enjoy the evening!”
  • Avoid sounding stiff or overly formal. Use light, friendly phrasing like “looks like,” “sounds like,” or “just a heads-up.”

Generate the email as if you’re writing on behalf of Andrae, summarizing a call for a client after a tech session or planning chat.

✨ Example Output Structure (Auto-Generated by Plaud)

Subject: Quick Recap from Our Chat Today 🙂

Howdy [Name]!

Just wanted to send over a quick recap of our conversation earlier — here’s what we covered:

  • Looks like the email forwarding issue is resolved now 🎉
  • We’ll go ahead and reassign the license next week once the new user is set up
  • Sounds like you’ll touch base with your alarm vendor about the line being used
  • Just a heads-up: that shared folder might still sync a few extra copies — let’s keep an eye on it

If anything comes up or if you need help in the meantime, we’re here and ready to serve 🙂

Hope this helps!
— Andrae

📥 Step 2: Download Your Call Recording

  1. Visit the RingbyName OX Web Portal
  2. Click your User Dropdown (upper right) → System Administration
  3. Go to Reporting & Analytics → Advanced Reporting
  4. Adjust filters or hit Search to list calls
  5. Click the MP3 icon next to your recording to download

🔁 Step 3: Upload to Plaud and Generate the Summary

  1. Go to https://app.plaud.ai and log in
  2. Click Import to upload your audio file
  3. Once uploaded, click the entry → choose Generate → then View All
  4. Scroll to Custom Summary Templates
  5. Create a new template, paste in the prompt above
  6. Run the summary!

Happy prompting 🙂

Adobe Signatures not deleting

November 9, 2025 /

Acrobat Fill & Sign “can’t delete signatures” — Field Notes

*See ticket 3964

Symptom

  • Fill & Sign shows old signature/initials.
  • The “X/–” delete button does nothing.

Root cause (practical)

  • Two separate stores:
    1. Digital ID/certificates (Windows/Mac keystores)
    2. Fill & Sign cache files in user profile
  • The UI delete often fails; manual file cleanup works reliably.

Fast fix (Windows)

  1. Close Acrobat/Reader.
  2. Delete Fill & Sign cache files:
    • %AppData%\Adobe\Acrobat\DC\Security\acrobat_fss_signature*
    • (Keep everything else; you’re only targeting files that start with acrobat_fss_signature)
  3. Reopen Acrobat; re-open the doc from “Recent”.

If the “Digital ID” keeps reappearing

  • Remove the certificate from Windows:
    • certmgr.msc → Personal → Certificates → delete the matching self-issued ID.
  • Then repeat the cache cleanup above.

Known pitfalls

  • Running as SYSTEM (RMM) makes $env:USERPROFILE/Desktop paths empty for the signed-in user; write to the real user Desktop (often OneDrive).
  • OneDrive Desktop redirection: path like C:\Users\XXX\OneDrive - XXX\Desktop.
  • Reader vs Pro paths differ. Use if exist guards in scripts.
  • Some orgs have multiple Acrobat profiles (e.g., DC vs 2020); the “DC” folder name is the common case.

Batch cleanup script (drops into .bat)

This kills Acrobat/Reader, deletes the Fill & Sign cache, and restarts Acrobat/Reader if present.

@echo off
echo Closing Adobe Acrobat...
taskkill /IM "Acrobat.exe" /F >nul 2>&1
taskkill /IM "AcroRd32.exe" /F >nul 2>&1

echo Deleting cached signature and initials files...
set "sigpath=%APPDATA%\Adobe\Acrobat\DC\Security"
if exist "%sigpath%\acrobat_fss_signature*" del /Q "%sigpath%\acrobat_fss_signature*"

echo Restarting Adobe Acrobat (if installed)...
if exist "C:\Program Files\Adobe\Acrobat DC\Acrobat\Acrobat.exe" start "" "C:\Program Files\Adobe\Acrobat DC\Acrobat\Acrobat.exe"
if exist "C:\Program Files (x86)\Adobe\Acrobat Reader DC\Reader\AcroRd32.exe" start "" "C:\Program Files (x86)\Adobe\Acrobat Reader DC\Reader\AcroRd32.exe"

echo "Done. Old Fill & Sign signatures/initials have been cleared."
pause

One-liner to create the .bat on a known Desktop (PowerShell)

Adjust the path for the user:

$bat = @'
@echo off
taskkill /IM "Acrobat.exe" /F >nul 2>&1
taskkill /IM "AcroRd32.exe" /F >nul 2>&1
set "sigpath=%APPDATA%\Adobe\Acrobat\DC\Security"
if exist "%sigpath%\acrobat_fss_signature*" del /Q "%sigpath%\acrobat_fss_signature*"
if exist "C:\Program Files\Adobe\Acrobat DC\Acrobat\Acrobat.exe" start "" "C:\Program Files\Adobe\Acrobat DC\Acrobat\Acrobat.exe"
if exist "C:\Program Files (x86)\Adobe\Acrobat Reader DC\Reader\AcroRd32.exe" start "" "C:\Program Files (x86)\Adobe\Acrobat Reader DC\Reader\AcroRd32.exe"
echo "Done. Old Fill & Sign signatures/initials have been cleared."
pause
'@
$path = 'C:\Users\XXX\OneDrive - XXX\Desktop\Clear_Adobe_Signatures.bat'
$bat | Set-Content -Path $path -Encoding ASCII

Pure PowerShell cleanup (silent, no .bat left behind)

Handy for RMM push:

# Kill Acrobat/Reader
Get-Process Acrobat, AcroRd32 -ErrorAction SilentlyContinue | Stop-Process -Force

# Delete Fill & Sign cache files
$sec = Join-Path $env:APPDATA 'Adobe\Acrobat\DC\Security'
if (Test-Path $sec) {
  Get-ChildItem $sec -Filter 'acrobat_fss_signature*' -ErrorAction SilentlyContinue | Remove-Item -Force -ErrorAction SilentlyContinue
}

# Relaunch if present (optional)
$pro   = 'C:\Program Files\Adobe\Acrobat DC\Acrobat\Acrobat.exe'
$read  = 'C:\Program Files (x86)\Adobe\Acrobat Reader DC\Reader\AcroRd32.exe'
if (Test-Path $pro)  { Start-Process $pro }
elseif (Test-Path $read) { Start-Process $read }

Verification

  • Acrobat → Tools → Fill & Sign: should show empty “Add signature / Add initials”.
  • Preferences → Signatures → Identities & Trusted Certificates → More…: no unwanted Digital ID listed.
  • If still present: confirm you cleaned the right user profile and that Acrobat was closed during deletion.

If escalation is needed

  • Schedule a long block with the device present and call Adobe Support.
  • Final resort: wipe/reload Windows (no guarantee; only consider after backup and user approval).

How to set up DKIM and SPF for DNS records in Google Workspace

November 9, 2025 /

How to set up DKIM and SPF for DNS records in Google Workspace

Raised from ticket #2059

If you are experiencing issues with your emails being marked as spam, setting up DKIM (DomainKeys Identified Mail) and SPF (Sender Policy Framework) records can help improve your email deliverability. Follow these steps to configure these records:

Setting Up DKIM

  1. Access the Google Admin Console: Sign in to your Google Admin console using your administrator account.
  2. Navigate to: Apps > Google Workspace > Gmail.
  3. Authenticate Email: Click on Authenticate email.
  4. Generate a DKIM Key:
    • Select your domain from the dropdown.
    • Click on Generate new record.
    • Choose your DKIM key settings:
      • DKIM key bit length: Choose 2048-bit for better security.
      • Prefix selector: Use the default ‘google’ if this is your first setup.
    • Click Generate.
  5. Add the DKIM Key to Your DNS Records:
    • Log in to your domain host’s DNS management console.
    • Add a new TXT record with the following details:
      • Host/Name: Enter the TXT record name provided (e.g., google._domainkey).
      • Value: Paste the TXT record value generated in the Admin console.
    • Save the changes.
  6. Activate DKIM Signing:
    • Return to the Google Admin console.
    • Select your domain in the Authenticate email section.
    • Click on Start authentication.
    • The status should update to Authenticating email with DKIM.

Note: DNS changes can take up to 48 hours to propagate.

Setting Up SPF

To set up SPF, you will need to add a TXT record to your DNS settings:

  1. Log in to your domain host’s DNS management console.
  2. Add a new TXT record with the following details:
    • Host/Name: @ (or your domain name)
    • Value: v=spf1 include:_spf.google.com ~all
  3. Save the changes.

By following these steps, you can enhance your email security and reduce the likelihood of your emails being marked as spam.

Onboarding Meeting Process / SOP Creation

November 9, 2025 /

When I have an on boarding meeting coming up, here’s the process I go through

Download a copy of all DNS records, both secure and unsecure

Create a duplicate SOP dock with their name in my Google Docs, so that when I arrive, I can open that and immediately begin typing

Update the bottom of the SOP dock with information that we specifically know we need from them like web host/register/email system

Open Atera and go to the install agent menu and grab the specific link for that customers download MSI

Open the customer welcome letter, pasted the link in the area marked as targeted Installer link

Modify the support welcome email with anything specific to them, then schedule the email to be delivered right in the middle of the meeting. You’re about to do so that it happens automatically while we’re talking.

If they have outbound IT, modify the exit IT letter and schedule that to go to them as well during the meeting.

This means that customers who have an outbound IT company or department will get the following emails

Customer support welcome letter

Exiting IT letter

SOP’s

Go to the appointment and do Q&A for all the SOP documents questions

Fill it in while I’m there in a way that is Customer presentable

Some items in the SOP document are specifically informative where I need to make sure they are informed of things like unwillingness to schedule my email, so it is during the on boarding meeting when I write into that document that they were informed of that piece below the area that says informed them of this piece. 

When I get back to the office, turn it into a PDF and email it to them with the note that it is easily changed at any time by just contacting us

Make sure to cc IT@Ultrex.com so that they can see the SOP’s are being changed as well

If there’s a complex enough list of items being taken care of for the customer in the initial six month window, I make a Microsoft planner page and put items in order so that we can visually show them what to expect for items being worked on.

SentinelOne force removal of issues

November 9, 2025 /

Updated Notes for the Ultrex Process:

Plug pen drive into computer, and copy the TEMP folder to the C drive- should contain this note doc, and two installer files (Exe and MSI)

Reboot the computer into safe mode (Hold Shift and click reboot- keep holding shift until you are presented with the troubleshooting steps- pick startup items, reboot into safe mode).

Once in Safe Mode, open a command prompt window and navigate to C:\Temp using

Cd..

Cd..

cd C:\Temp

Run the following command:

SentinelOneInstaller_windows_64bit_v25_1_3_334.exe -c -t eyJ1cmwiOiAiaHR0cHM6Ly91c2VhMS1jdzA0bWRyLnNlbnRpbmVsb25lLm5ldCIsICJzaXRlX2tleSI6ICI1YmZmNWU1NDI1YTJlZmJjIn0=

Wait until the cleaner process is finished

Reboot the computer when it says

——————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————–

Original Notes from S1 Admin Team:

The best way to proceed is by following these steps:

Download the latest SentinelOne installation package from the console and save it to C:\Temp

Get the site token for the relevant site from our S1 management portal

eyJ1cmwiOiAiaHR0cHM6Ly91c2VhMS1jdzA0bWRyLnNlbnRpbmVsb25lLm5ldCIsICJzaXRlX2tleSI6ICI1YmZmNWU1NDI1YTJlZmJjIn0=

Important note: The command will work even if the Site Token used is not the one on which the endpoint currently resides.

Replace XX.X.X.XXX with the installation package version you downloaded from the console

Replace with the token you copied in Step 2

Reboot the computer into safe mode (Hold Shift and click reboot- keep holding shift until you are presented with the troubleshooting steps- pick startup items, reboot into safe mode).

Once in Safe Mode, open a command prompt window and navigate to C:\Temp using

Cd..

Cd..

cd C:\Temp

Run the following command:

SentinelOneInstaller_windows_64bit_v25_1_3_334.exe -c -t eyJ1cmwiOiAiaHR0cHM6Ly91c2VhMS1jdzA0bWRyLnNlbnRpbmVsb25lLm5ldCIsICJzaXRlX2tleSI6ICI1YmZmNWU1NDI1YTJlZmJjIn0=

Wait until the cleaner process is finished

Reboot the computer when it says

Sales Meeting Prep Process

November 9, 2025 /

This article describes what I attempt to do before each sales appointment that gets booked for me with a customer. I don’t end up using all of this info, but it helps me to go in well informed, and ready to speak eloquently about their setup, as well as getting an idea of what to bill them.

Info I get:

Name of company

Name of contact

Email address of who I send bid to

What Rep brought the lead?

Website name

MX record of website (who hosts their email? Is it MS365, Google Workspace, Intermedia etc)

DNS Export of all current DNS records of their site. I get both of the last two from here: 

https://dnschecker.org/all-dns-records-of-domain.php

Going in knowing if they already have MS365/Google/Something else helps know what sort of workload they have impending, as well as what sorts of issues I can bring up that they likely have.

Next, I look at who’s hosting the website (usually gleaned from the DNS records as well, but if not clear, use:

https://www.whois.com/whois
Find out who is hosting any website

Either beforehand or while on site, things I need:

Total number of supported staff (Staff who use technology) (Rough price of 100$ per person per month)

Are there any servers? (Specifically computer that if it’s off no one can work, not just if there’s one with a windows server OS) (if any servers, price goes up by 200-400 per month per active local physical server)

Reasonable support window they’d like to see happen? (2-4 hours response time is our normal, if that wouldn’t work for them, can we bill so much to make it able to be done?)

PIA tax?  (If they’re a pain, price goes up)

Ready to replace network gear with unifi? (if willing to spend on the gear, price goes down)

If on MS365, is it GoDaddy federated? (no problem, just increase price)

at the apt, did they make the time for us, or forget and need to rush through it/didn’t have their full attention? (GIANT RED FLAG)

Willing to run Cybersecurity and/or cove? (If yes, price goes down)

How complex is the network and infrastructure? Flat LAN? 

Any older computers? Anything 8 gigs of ram or less increases price, if all current windows and 16+ gigs of ram, price goes down.

Once I have all this info, make a bid. Copy/paste the info from the booking to the contact info of the bid. Decide on a price. Email the customer and the sales rep. Let sales reps follow up. Put a copy of the bid in the customer/archive folder.

If they then like it, offer to send them a box-sign for them to sign on.

Once signed:

Email Deals@Ultrex.com, IT@Ultrex.com and Salesman the signed bid. Always mention billing hasn’t started yet for those that haven’t.

Once signed on, email the next letter in the onboarding docs folder- the post-contract signed letter- which asks them to book a time for us to do the onboarding meeting.

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